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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 | $1,249,820 | $176,794+606.9% | $146,647+752.3% | $167,553+645.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.19% | 24.04%-10.8pp | 22.75%-9.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $1,267 | $5,161-75.5% | $4,137-69.4% | $4,840-73.8% |
| Participant deferral / active EE | $18,817 | $6,440+192.2% | $5,506+241.7% | $6,343+196.7% |
| Admin fee / account holder | $14,433 | $13,262+8.8% | $10,281+40.4% | $12,316+17.2% |