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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 | $1,074,720 | $209,336+413.4% | $197,124+445.2% | $137,256+683.0% |
| Participation rate | 84.6% | 87.3%-2.7pp | 86.7%-2.1pp | 80.0%+4.7pp |
| Annual return | 26.16% | 48.09%-21.9pp | 44.34%-18.2pp | 220.34%-194.2pp |
| Employer contribution / active EE | $4,466 | $6,591-32.2% | $6,227-28.3% | $4,156+7.5% |
| Participant deferral / active EE | $14,314 | $9,614+48.9% | $9,135+56.7% | $6,407+123.4% |
| Admin fee / account holder | $35,138 | $17,308+103.0% | $16,298+115.6% | $12,270+186.4% |