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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 | $223,823+380.2% | $211,142+409.0% | $154,746+594.5% |
| Participation rate | 84.6% | 87.9%-3.2pp | 87.3%-2.7pp | 80.7%+3.9pp |
| Annual return | 26.16% | 50.39%-24.2pp | 46.84%-20.7pp | 172.34%-146.2pp |
| Employer contribution / active EE | $4,466 | $6,787-34.2% | $6,442-30.7% | $4,379+2.0% |
| Participant deferral / active EE | $14,314 | $9,750+46.8% | $9,284+54.2% | $6,730+112.7% |
| Admin fee / account holder | $35,138 | $19,707+78.3% | $19,076+84.2% | $14,365+144.6% |