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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 | $1,103,169 | $209,336+427.0% | $197,124+459.6% | $137,256+703.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.74% | 48.09%-26.3pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $13,182 | $6,591+100.0% | $6,227+111.7% | $4,156+217.2% |
| Participant deferral / active EE | $9,979 | $9,614+3.8% | $9,135+9.2% | $6,407+55.8% |
| Admin fee / account holder | $8,266 | $17,308-52.2% | $16,298-49.3% | $12,270-32.6% |