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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 | $1,041,117 | $209,336+397.3% | $197,124+428.2% | $137,256+658.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.54% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,278 | $6,591-50.3% | $6,227-47.4% | $4,156-21.1% |
| Participant deferral / active EE | $20,517 | $9,614+113.4% | $9,135+124.6% | $6,407+220.2% |
| Admin fee / account holder | $589 | $17,308-96.6% | $16,298-96.4% | $12,270-95.2% |