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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 | $1,016,785 | $117,895+762.4% | $102,460+892.4% | $145,897+596.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.98% | 31.92%-17.9pp | 29.47%-15.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $24,030 | $3,619+564.0% | $3,025+694.3% | $4,663+415.4% |
| Participant deferral / active EE | $7,059 | $5,736+23.1% | $5,056+39.6% | $6,689+5.5% |
| Admin fee / account holder | $8,099 | $13,353-39.3% | $9,460-14.4% | $13,390-39.5% |