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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 | $1,753,200 | $108,912+1509.7% | $100,383+1646.5% | $145,959+1101.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.63% | 57.96%-35.3pp | 49.26%-26.6pp | 561.95%-539.3pp |
| Employer contribution / active EE | $4,162 | $4,423-5.9% | $3,944+5.5% | $4,661-10.7% |
| Participant deferral / active EE | $13,231 | $8,451+56.6% | $8,086+63.6% | $6,689+97.8% |
| Admin fee / account holder | $7,555 | $9,690-22.0% | $7,900-4.4% | $13,398-43.6% |