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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 | $1,120,048 | $228,395+390.4% | $185,861+502.6% | $158,982+604.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.97% | 40.82%-34.8pp | 35.96%-30.0pp | 302.99%-297.0pp |
| Employer contribution / active EE | $905 | $4,968-81.8% | $4,088-77.9% | $4,763-81.0% |
| Participant deferral / active EE | $4,333 | $6,417-32.5% | $5,634-23.1% | $5,983-27.6% |
| Admin fee / account holder | $1,827 | $11,869-84.6% | $9,503-80.8% | $11,252-83.8% |