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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 | $1,076,205 | $148,582+624.3% | $135,942+691.7% | $139,456+671.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.93% | 79.26%-58.3pp | 68.28%-47.3pp | 373.45%-352.5pp |
| Employer contribution / active EE | $5,448 | $5,245+3.9% | $4,858+12.1% | $4,753+14.6% |
| Participant deferral / active EE | $10,899 | $8,101+34.5% | $7,759+40.5% | $6,711+62.4% |
| Admin fee / account holder | $4,058 | $12,402-67.3% | $10,764-62.3% | $11,407-64.4% |