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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 | $1,294,524 | $178,174+626.5% | $156,181+728.9% | $137,256+843.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.47% | 84.19%-64.7pp | 64.87%-45.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,244 | $4,972-54.9% | $4,294-47.7% | $4,156-46.0% |
| Participant deferral / active EE | $27,024 | $6,888+292.3% | $6,132+340.7% | $6,407+321.8% |
| Admin fee / account holder | $6,796 | $17,404-61.0% | $14,586-53.4% | $12,270-44.6% |