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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 | $1,361,834 | $181,896+648.7% | $156,551+769.9% | $273,972+397.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.34% | 30.74%-18.4pp | 32.23%-19.9pp | 41.46%-29.1pp |
| Employer contribution / active EE | $4,750 | $6,248-24.0% | $5,501-13.7% | $4,869-2.4% |
| Participant deferral / active EE | $12,953 | $5,550+133.4% | $4,871+165.9% | $5,287+145.0% |
| Admin fee / account holder | $8,559 | $15,560-45.0% | $13,028-34.3% | $10,133-15.5% |