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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 | $1,218,898 | $176,402+591.0% | $134,162+808.5% | $158,966+666.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 28.68% | 63.66%-35.0pp | 36.35%-7.7pp | 302.95%-274.3pp |
| Employer contribution / active EE | $11,006 | $5,042+118.3% | $3,705+197.1% | $4,762+131.1% |
| Participant deferral / active EE | $8,150 | $4,093+99.1% | $3,500+132.9% | $5,983+36.2% |
| Admin fee / account holder | $9,026 | $8,719+3.5% | $6,685+35.0% | $11,250-19.8% |