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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 | $1,148,556 | $183,539+525.8% | $155,556+638.4% | $145,897+687.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 39.67% | 61.31%-21.6pp | 64.84%-25.2pp | 552.29%-512.6pp |
| Employer contribution / active EE | $3,125 | $5,315-41.2% | $4,675-33.2% | $4,663-33.0% |
| Participant deferral / active EE | $9,035 | $6,467+39.7% | $5,631+60.5% | $6,689+35.1% |
| Admin fee / account holder | $4,177 | $19,275-78.3% | $15,885-73.7% | $13,390-68.8% |