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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 | $183,627+525.5% | $155,602+638.1% | $145,978+686.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 39.67% | 61.32%-21.6pp | 64.81%-25.1pp | 550.52%-510.9pp |
| Employer contribution / active EE | $3,125 | $5,316-41.2% | $4,675-33.2% | $4,662-33.0% |
| Participant deferral / active EE | $9,035 | $6,466+39.7% | $5,629+60.5% | $6,690+35.1% |
| Admin fee / account holder | $4,177 | $19,327-78.4% | $15,923-73.8% | $13,400-68.8% |