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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 | $1,030,583 | $138,312+645.1% | $122,979+738.0% | $155,188+564.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.73% | 22.06%-9.3pp | 20.12%-7.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $4,122 | $3,530+16.8% | $3,062+34.6% | $4,248-3.0% |
| Participant deferral / active EE | $5,037 | $5,592-9.9% | $5,003+0.7% | $6,531-22.9% |
| Admin fee / account holder | $9,468 | $15,089-37.3% | $12,864-26.4% | $14,480-34.6% |