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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 | $1,046,572 | $124,980+737.4% | $108,359+865.8% | $154,746+576.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.10% | 45.00%-26.9pp | 36.89%-18.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $5,066 | $2,851+77.7% | $2,399+111.1% | $4,379+15.7% |
| Participant deferral / active EE | $17,726 | $4,743+273.7% | $4,137+328.5% | $6,730+163.4% |
| Admin fee / account holder | $110,897 | $11,502+864.2% | $9,741+1038.5% | $14,365+672.0% |