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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 | $1,071,615 | $117,829+809.5% | $102,423+946.3% | $145,877+634.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 31.83%-17.3pp | 29.42%-14.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $24,718 | $3,615+583.8% | $3,023+717.7% | $4,663+430.1% |
| Participant deferral / active EE | $20,775 | $5,732+262.4% | $5,054+311.0% | $6,691+210.5% |
| Admin fee / account holder | $11,345 | $13,335-14.9% | $9,455+20.0% | $13,402-15.3% |