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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 | $1,119,696 | $165,351+577.2% | $149,710+647.9% | $158,931+604.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.75% | 348.19%-333.4pp | 276.63%-261.9pp | 302.86%-288.1pp |
| Employer contribution / active EE | $4,066 | $5,103-20.3% | $4,645-12.5% | $4,761-14.6% |
| Participant deferral / active EE | $11,258 | $7,181+56.8% | $6,842+64.5% | $5,982+88.2% |
| Admin fee / account holder | $4,241 | $10,807-60.8% | $9,309-54.4% | $11,247-62.3% |