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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 | $1,139,079 | $201,372+465.7% | $184,260+518.2% | $145,884+680.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.82% | 29.04%-12.2pp | 28.84%-12.0pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,250 | $7,024-68.0% | $6,427-65.0% | $4,662-51.7% |
| Participant deferral / active EE | $20,000 | $9,808+103.9% | $9,133+119.0% | $6,690+199.0% |
| Admin fee / account holder | $6,359 | $16,362-61.1% | $13,898-54.2% | $13,392-52.5% |