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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 | $1,309,141 | $132,634+887.0% | $115,768+1030.8% | $137,256+853.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.4%+16.5pp | 80.0%+10.9pp |
| Annual return | 16.28% | 160.70%-144.4pp | 100.46%-84.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,163 | $3,360-35.6% | $2,940-26.4% | $4,156-48.0% |
| Participant deferral / active EE | $6,567 | $5,619+16.9% | $4,917+33.6% | $6,407+2.5% |
| Admin fee / account holder | $7,180 | $15,028-52.2% | $12,439-42.3% | $12,270-41.5% |