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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 | $1,067,378 | $201,264+430.3% | $184,185+479.5% | $145,978+631.2% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 10.67% | 29.00%-18.3pp | 28.81%-18.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $12,107 | $7,021+72.4% | $6,426+88.4% | $4,662+159.7% |
| Participant deferral / active EE | $4,174 | $9,806-57.4% | $9,132-54.3% | $6,690-37.6% |
| Admin fee / account holder | $66,867 | $16,376+308.3% | $13,909+380.7% | $13,400+399.0% |