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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 | $1,566,718 | $211,239+641.7% | $178,528+777.6% | $145,877+974.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.08% | 30.22%-18.1pp | 27.11%-15.0pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,443 | $4,570-24.7% | $3,950-12.9% | $4,663-26.2% |
| Participant deferral / active EE | $3,443 | $6,963-50.6% | $6,278-45.2% | $6,691-48.5% |
| Admin fee / account holder | $185,507 | $12,095+1433.8% | $10,419+1680.5% | $13,402+1284.2% |