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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 | $1,067,667 | $155,555+586.4% | $146,866+627.0% | $155,188+588.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.52% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $7,412 | $4,647+59.5% | $4,425+67.5% | $4,248+74.5% |
| Participant deferral / active EE | $6,560 | $8,044-18.5% | $7,759-15.5% | $6,531+0.4% |
| Admin fee / account holder | $25,428 | $14,755+72.3% | $13,620+86.7% | $14,480+75.6% |