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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 | $2,055,932 | $227,399+804.1% | $189,758+983.5% | $198,609+935.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.07% | 61.03%-48.0pp | 52.62%-39.6pp | 202.70%-189.6pp |
| Employer contribution / active EE | $2,274 | $5,526-58.9% | $4,767-52.3% | $5,055-55.0% |
| Participant deferral / active EE | $8,625 | $6,837+26.2% | $5,856+47.3% | $6,977+23.6% |
| Admin fee / account holder | $11,315 | $25,162-55.0% | $20,388-44.5% | $19,030-40.5% |