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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 | $1,249,683 | $201,259+520.9% | $184,200+578.4% | $145,959+756.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.64% | 28.98%-10.3pp | 28.80%-10.2pp | 561.95%-543.3pp |
| Employer contribution / active EE | $5,583 | $7,018-20.4% | $6,424-13.1% | $4,661+19.8% |
| Participant deferral / active EE | $12,167 | $9,806+24.1% | $9,132+33.2% | $6,689+81.9% |
| Admin fee / account holder | $106,063 | $16,372+547.8% | $13,907+662.7% | $13,398+691.6% |