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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 | $117,829+762.9% | $102,423+892.7% | $145,877+597.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.98% | 31.83%-17.9pp | 29.42%-15.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $24,030 | $3,615+564.8% | $3,023+694.9% | $4,663+415.3% |
| Participant deferral / active EE | $7,059 | $5,732+23.1% | $5,054+39.7% | $6,691+5.5% |
| Admin fee / account holder | $8,099 | $13,335-39.3% | $9,455-14.3% | $13,402-39.6% |