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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 | $1,369,424 | $114,119+1100.0% | $107,187+1177.6% | $138,895+885.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.93% | 273.21%-261.3pp | 204.55%-192.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $12,324 | $4,059+203.6% | $3,782+225.8% | $4,194+193.8% |
| Participant deferral / active EE | $20,007 | $5,538+261.3% | $5,096+292.6% | $6,396+212.8% |
| Admin fee / account holder | $456,988 | $10,024+4459.1% | $9,162+4887.7% | $12,562+3537.8% |