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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 | $1,967,912 | $181,896+981.9% | $156,551+1157.0% | $273,972+618.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 25.80% | 30.74%-4.9pp | 32.23%-6.4pp | 41.46%-15.7pp |
| Employer contribution / active EE | $19,354 | $6,248+209.8% | $5,501+251.8% | $4,869+297.5% |
| Participant deferral / active EE | $23,750 | $5,550+327.9% | $4,871+387.6% | $5,287+349.2% |
| Admin fee / account holder | $1,289,504 | $15,560+8187.2% | $13,028+9797.9% | $10,133+12626.3% |