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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 | $1,015,304 | $161,352+529.2% | $134,172+656.7% | $137,256+639.7% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 15.07% | 28.72%-13.7pp | 25.30%-10.2pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,582 | $4,099-61.4% | $3,420-53.7% | $4,156-61.9% |
| Participant deferral / active EE | $7,586 | $5,552+36.6% | $4,690+61.7% | $6,407+18.4% |
| Admin fee / account holder | $12,591 | $15,028-16.2% | $12,016+4.8% | $12,270+2.6% |