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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 | $1,051,388 | $201,372+422.1% | $184,260+470.6% | $145,884+620.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.58% | 29.04%-9.5pp | 28.84%-9.3pp | 551.85%-532.3pp |
| Employer contribution / active EE | $4,415 | $7,024-37.1% | $6,427-31.3% | $4,662-5.3% |
| Participant deferral / active EE | $28,539 | $9,808+191.0% | $9,133+212.5% | $6,690+326.6% |
| Admin fee / account holder | $86,224 | $16,362+427.0% | $13,898+520.4% | $13,392+543.9% |