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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 | $1,162,962 | $108,922+967.7% | $100,398+1058.4% | $145,978+696.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.10% | 58.04%-34.9pp | 49.32%-26.2pp | 550.52%-527.4pp |
| Employer contribution / active EE | $5,000 | $4,426+13.0% | $3,946+26.7% | $4,662+7.3% |
| Participant deferral / active EE | $30,500 | $8,450+261.0% | $8,084+277.3% | $6,690+355.9% |
| Admin fee / account holder | $9,847 | $9,680+1.7% | $7,893+24.7% | $13,400-26.5% |