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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 | $1,049,835 | $91,086+1052.6% | $203,872+414.9% | $86,983+1106.9% |
| Participation rate | 86.2% | 65.8%+20.4pp | 77.8%+8.4pp | 69.5%+16.7pp |
| Annual return | 13.80% | 22.30%-8.5pp | 85.11%-71.3pp | 25.83%-12.0pp |
| Employer contribution / active EE | $6,014 | $2,063+191.5% | $3,757+60.1% | $2,584+132.7% |
| Participant deferral / active EE | $12,418 | $4,019+209.0% | $6,388+94.4% | $4,194+196.1% |
| Admin fee / account holder | $83,611 | $8,987+830.4% | $11,730+612.8% | $7,856+964.3% |