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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 | $1,025,861 | $201,372+409.4% | $184,260+456.7% | $145,884+603.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 21.25% | 29.04%-7.8pp | 28.84%-7.6pp | 551.85%-530.6pp |
| Employer contribution / active EE | $11,303 | $7,024+60.9% | $6,427+75.8% | $4,662+142.4% |
| Participant deferral / active EE | $21,107 | $9,808+115.2% | $9,133+131.1% | $6,690+215.5% |
| Admin fee / account holder | $991 | $16,362-93.9% | $13,898-92.9% | $13,392-92.6% |