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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 | $1,239,611 | $172,111+620.2% | $150,298+724.8% | $137,256+803.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.55% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,379 | $4,636-70.3% | $4,154-66.8% | $4,156-66.8% |
| Participant deferral / active EE | $4,217 | $6,166-31.6% | $5,453-22.7% | $6,407-34.2% |
| Admin fee / account holder | $38,654 | $16,471+134.7% | $14,116+173.8% | $12,270+215.0% |