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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 | $1,152,288 | $87,166+1222.0% | $76,735+1401.7% | $137,256+739.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.02% | 26.50%-14.5pp | 29.77%-17.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,380 | $2,904-52.5% | $2,454-43.8% | $4,156-66.8% |
| Participant deferral / active EE | $12,000 | $4,726+153.9% | $4,088+193.5% | $6,407+87.3% |
| Admin fee / account holder | $7,885 | $8,403-6.2% | $7,189+9.7% | $12,270-35.7% |