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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 | $1,142,246 | $176,105+548.6% | $159,474+616.3% | $167,536+581.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.40% | 331.91%-320.5pp | 263.68%-252.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $4,407 | $5,299-16.8% | $4,831-8.8% | $4,839-8.9% |
| Participant deferral / active EE | $15,823 | $7,751+104.1% | $7,353+115.2% | $6,342+149.5% |
| Admin fee / account holder | $9,568 | $12,559-23.8% | $10,802-11.4% | $12,315-22.3% |