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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 | $112,729+828.4% | $98,716+960.2% | $137,256+662.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.10% | 38.48%-20.4pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $5,066 | $2,725+85.9% | $2,279+122.3% | $4,156+21.9% |
| Participant deferral / active EE | $17,726 | $4,640+282.0% | $4,048+337.9% | $6,407+176.7% |
| Admin fee / account holder | $110,897 | $10,129+994.9% | $8,703+1174.3% | $12,270+803.8% |