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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 | $1,090,175 | $141,001+673.2% | $112,228+871.4% | $139,487+681.6% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.79% | 32.75%-17.0pp | 30.23%-14.4pp | 373.84%-358.1pp |
| Employer contribution / active EE | $20,984 | $4,285+389.7% | $3,432+511.5% | $4,755+341.3% |
| Participant deferral / active EE | $14,457 | $5,877+146.0% | $4,800+201.2% | $6,713+115.4% |
| Admin fee / account holder | $384,121 | $9,959+3757.0% | $7,752+4855.4% | $11,407+3267.3% |