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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 | $1,024,203 | $135,956+653.3% | $123,894+726.7% | $273,972+273.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.88% | 56.63%-43.7pp | 47.52%-34.6pp | 41.46%-28.6pp |
| Employer contribution / active EE | $6,858 | $5,170+32.6% | $4,617+48.5% | $4,869+40.8% |
| Participant deferral / active EE | $13,902 | $6,343+119.2% | $5,984+132.3% | $5,287+162.9% |
| Admin fee / account holder | $1,364 | $9,817-86.1% | $8,357-83.7% | $10,133-86.5% |