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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 | $1,215,080 | $111,535+989.4% | $105,223+1054.8% | $137,256+785.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.20% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $15,118 | $3,939+283.8% | $3,689+309.9% | $4,156+263.7% |
| Participant deferral / active EE | $12,488 | $5,500+127.1% | $5,072+146.2% | $6,407+94.9% |
| Admin fee / account holder | $6,557 | $9,721-32.6% | $8,859-26.0% | $12,270-46.6% |