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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 | $1,197,757 | $227,399+426.7% | $189,758+531.2% | $198,609+503.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.84% | 61.03%-57.2pp | 52.62%-48.8pp | 202.70%-198.9pp |
| Employer contribution / active EE | $3,258 | $5,526-41.0% | $4,767-31.7% | $5,055-35.6% |
| Participant deferral / active EE | $4,796 | $6,837-29.8% | $5,856-18.1% | $6,977-31.3% |
| Admin fee / account holder | $44,542 | $25,162+77.0% | $20,388+118.5% | $19,030+134.1% |