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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 | $1,170,855 | $178,174+557.1% | $156,181+649.7% | $137,256+753.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.86% | 84.19%-72.3pp | 64.87%-53.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $17,664 | $4,972+255.3% | $4,294+311.4% | $4,156+325.0% |
| Participant deferral / active EE | $15,108 | $6,888+119.3% | $6,132+146.4% | $6,407+135.8% |
| Admin fee / account holder | $2,742 | $17,404-84.2% | $14,586-81.2% | $12,270-77.7% |