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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 | $1,227,082 | $172,111+613.0% | $150,298+716.4% | $137,256+794.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.70% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,162 | $4,636-10.2% | $4,154+0.2% | $4,156+0.2% |
| Participant deferral / active EE | $10,550 | $6,166+71.1% | $5,453+93.5% | $6,407+64.7% |
| Admin fee / account holder | $8,376 | $16,471-49.1% | $14,116-40.7% | $12,270-31.7% |