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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 | $1,034,534 | $111,535+827.5% | $105,223+883.2% | $137,256+653.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.59% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $17,033 | $3,939+332.4% | $3,689+361.8% | $4,156+309.8% |
| Participant deferral / active EE | $10,854 | $5,500+97.3% | $5,072+114.0% | $6,407+69.4% |
| Admin fee / account holder | $572 | $9,721-94.1% | $8,859-93.5% | $12,270-95.3% |