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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 | $1,115,482 | $199,109+460.2% | $173,730+542.1% | $154,746+620.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.09% | 20.02%-10.9pp | 19.96%-10.9pp | 172.34%-163.2pp |
| Employer contribution / active EE | $3,060 | $5,311-42.4% | $4,577-33.1% | $4,379-30.1% |
| Participant deferral / active EE | $21,000 | $7,113+195.3% | $6,326+231.9% | $6,730+212.0% |
| Admin fee / account holder | $10,383 | $20,916-50.4% | $17,523-40.7% | $14,365-27.7% |