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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 | $1,001,517 | $227,399+340.4% | $189,758+427.8% | $198,609+404.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 11.18% | 61.03%-49.9pp | 52.62%-41.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $7,163 | $5,526+29.6% | $4,767+50.3% | $5,055+41.7% |
| Participant deferral / active EE | $5,888 | $6,837-13.9% | $5,856+0.6% | $6,977-15.6% |
| Admin fee / account holder | $3,239 | $25,162-87.1% | $20,388-84.1% | $19,030-83.0% |