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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 | $1,372,226 | $183,539+647.6% | $155,556+782.1% | $145,897+840.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 36.95% | 61.31%-24.4pp | 64.84%-27.9pp | 552.29%-515.3pp |
| Employer contribution / active EE | $43,444 | $5,315+717.4% | $4,675+829.2% | $4,663+831.8% |
| Participant deferral / active EE | $19,556 | $6,467+202.4% | $5,631+247.3% | $6,689+192.3% |
| Admin fee / account holder | $76,764 | $19,275+298.3% | $15,885+383.3% | $13,390+473.3% |