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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 | $1,001,840 | $182,442+449.1% | $163,379+513.2% | $138,895+621.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.11% | 72.74%-55.6pp | 63.41%-46.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $5,319 | $4,159+27.9% | $3,752+41.8% | $4,194+26.8% |
| Participant deferral / active EE | $3,022 | $6,817-55.7% | $6,282-51.9% | $6,396-52.8% |
| Admin fee / account holder | $5,581 | $10,396-46.3% | $9,818-43.2% | $12,562-55.6% |