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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 | $1,286,183 | $175,257+633.9% | $149,717+759.1% | $139,456+822.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.54% | 166.70%-153.2pp | 134.41%-120.9pp | 373.45%-359.9pp |
| Employer contribution / active EE | $1,932 | $5,477-64.7% | $4,820-59.9% | $4,753-59.3% |
| Participant deferral / active EE | $15,437 | $6,521+136.7% | $5,682+171.7% | $6,711+130.0% |
| Admin fee / account holder | $633 | $16,156-96.1% | $13,213-95.2% | $11,407-94.5% |