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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 | $1,006,937 | $156,398+543.8% | $147,318+583.5% | $138,895+625.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 14.50% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $13,142 | $4,853+170.8% | $4,593+186.1% | $4,194+213.3% |
| Participant deferral / active EE | $6,529 | $8,237-20.7% | $7,906-17.4% | $6,396+2.1% |
| Admin fee / account holder | $12,020 | $14,976-19.7% | $13,708-12.3% | $12,562-4.3% |