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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 | $1,393,641 | $275,752+405.4% | $256,809+442.7% | $198,609+601.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 7.28% | 34.81%-27.5pp | 32.73%-25.4pp | 202.70%-195.4pp |
| Employer contribution / active EE | $21,700 | $7,721+181.1% | $7,263+198.8% | $5,055+329.2% |
| Participant deferral / active EE | $21,917 | $10,037+118.4% | $9,520+130.2% | $6,977+214.1% |
| Admin fee / account holder | $5,375 | $25,716-79.1% | $25,146-78.6% | $19,030-71.8% |