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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 | $88,996+1194.8% | $78,004+1377.2% | $138,895+729.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 12.02% | 28.03%-16.0pp | 31.07%-19.1pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,380 | $2,917-52.7% | $2,469-44.1% | $4,194-67.1% |
| Participant deferral / active EE | $12,000 | $4,724+154.0% | $4,092+193.3% | $6,396+87.6% |
| Admin fee / account holder | $7,885 | $8,807-10.5% | $7,578+4.0% | $12,562-37.2% |