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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 | $139,948+835.5% | $121,663+976.0% | $154,746+746.0% |
| Participation rate | 90.9% | 78.0%+12.9pp | 74.5%+16.4pp | 80.7%+10.2pp |
| Annual return | 16.28% | 230.52%-214.2pp | 147.54%-131.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,163 | $3,521-38.6% | $3,020-28.4% | $4,379-50.6% |
| Participant deferral / active EE | $6,567 | $5,629+16.7% | $4,887+34.4% | $6,730-2.4% |
| Admin fee / account holder | $7,180 | $17,321-58.5% | $14,289-49.8% | $14,365-50.0% |