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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 | $1,138,155 | $162,967+598.4% | $135,792+738.2% | $138,895+719.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 12.83% | 30.08%-17.2pp | 25.96%-13.1pp | 145.39%-132.6pp |
| Employer contribution / active EE | $15,573 | $4,211+269.8% | $3,496+345.5% | $4,194+271.3% |
| Participant deferral / active EE | $13,828 | $5,640+145.2% | $4,759+190.5% | $6,396+116.2% |
| Admin fee / account holder | $22,968 | $15,306+50.1% | $12,266+87.3% | $12,562+82.8% |