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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 | $1,090,298 | $124,425+776.3% | $112,040+873.1% | $137,256+694.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.51% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,979 | $3,411-42.0% | $2,954-33.0% | $4,156-52.4% |
| Participant deferral / active EE | $3,073 | $5,718-46.3% | $5,098-39.7% | $6,407-52.0% |
| Admin fee / account holder | $53,292 | $15,207+250.5% | $12,098+340.5% | $12,270+334.3% |