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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 | $201,259+401.6% | $184,200+448.0% | $145,959+591.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.83% | 28.98%-15.1pp | 28.80%-15.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,685 | $7,018-76.0% | $6,424-73.8% | $4,661-63.8% |
| Participant deferral / active EE | $15,290 | $9,806+55.9% | $9,132+67.4% | $6,689+128.6% |
| Admin fee / account holder | $13,031 | $16,372-20.4% | $13,907-6.3% | $13,398-2.7% |