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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,014,347 | $85,766+1082.7% | $136,297+644.2% | $70,124+1346.5% |
| Participation rate | 97.0% | 74.2%+22.8pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 15.58% | 31.45%-15.9pp | 5156.19%-5140.6pp | 73.14%-57.6pp |
| Employer contribution / active EE | $31,948 | $2,966+977.1% | $4,696+580.4% | $2,342+1263.8% |
| Participant deferral / active EE | $17,506 | $5,051+246.6% | $6,247+180.2% | $3,332+425.4% |
| Admin fee / account holder | $4,129 | $5,420-23.8% | $9,244-55.3% | $4,645-11.1% |