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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 | $1,783,617 | $275,752+546.8% | $256,809+594.5% | $198,609+798.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.30% | 34.81%-22.5pp | 32.73%-20.4pp | 202.70%-190.4pp |
| Employer contribution / active EE | $2,640 | $7,721-65.8% | $7,263-63.7% | $5,055-47.8% |
| Participant deferral / active EE | $20,387 | $10,037+103.1% | $9,520+114.2% | $6,977+192.2% |
| Admin fee / account holder | $3,466 | $25,716-86.5% | $25,146-86.2% | $19,030-81.8% |