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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 | $1,983,513 | $210,343+843.0% | $153,432+1192.8% | $145,959+1259.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.37% | 13.38%0pp | 15.66%-2.3pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,767 | $6,047-54.2% | $5,038-45.1% | $4,661-40.6% |
| Participant deferral / active EE | $8,704 | $7,977+9.1% | $6,757+28.8% | $6,689+30.1% |
| Admin fee / account holder | $5,578 | $19,424-71.3% | $12,725-56.2% | $13,398-58.4% |