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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 | $1,009,416 | $201,370+401.3% | $184,256+447.8% | $145,897+591.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.83% | 29.05%-15.2pp | 28.85%-15.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,685 | $7,024-76.0% | $6,427-73.8% | $4,663-63.9% |
| Participant deferral / active EE | $15,290 | $9,808+55.9% | $9,133+67.4% | $6,689+128.6% |
| Admin fee / account holder | $13,031 | $16,364-20.4% | $13,899-6.2% | $13,390-2.7% |