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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 | $1,014,011 | $111,535+809.1% | $105,223+863.7% | $137,256+638.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.47% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $16,998 | $3,939+331.5% | $3,689+360.8% | $4,156+309.0% |
| Participant deferral / active EE | $3,803 | $5,500-30.8% | $5,072-25.0% | $6,407-40.6% |
| Admin fee / account holder | $89,403 | $9,721+819.6% | $8,859+909.2% | $12,270+628.6% |