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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 | $1,148,723 | $155,555+638.5% | $146,866+682.2% | $155,188+640.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.90% | 115.41%-104.5pp | 102.85%-91.9pp | 148.84%-137.9pp |
| Employer contribution / active EE | $4,192 | $4,647-9.8% | $4,425-5.3% | $4,248-1.3% |
| Participant deferral / active EE | $17,489 | $8,044+117.4% | $7,759+125.4% | $6,531+167.8% |
| Admin fee / account holder | $31,093 | $14,755+110.7% | $13,620+128.3% | $14,480+114.7% |