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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 | $1,078,634 | $183,539+487.7% | $155,556+593.4% | $145,897+639.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 61.31%-45.6pp | 64.84%-49.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,629 | $5,315-50.5% | $4,675-43.8% | $4,663-43.6% |
| Participant deferral / active EE | $6,260 | $6,467-3.2% | $5,631+11.2% | $6,689-6.4% |
| Admin fee / account holder | $25,824 | $19,275+34.0% | $15,885+62.6% | $13,390+92.9% |