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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 | $162,967+523.0% | $135,792+647.7% | $138,895+631.0% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.6%+7.4pp | 79.9%+0.1pp |
| Annual return | 15.07% | 30.08%-15.0pp | 25.96%-10.9pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,582 | $4,211-62.4% | $3,496-54.7% | $4,194-62.3% |
| Participant deferral / active EE | $7,586 | $5,640+34.5% | $4,759+59.4% | $6,396+18.6% |
| Admin fee / account holder | $12,591 | $15,306-17.7% | $12,266+2.7% | $12,562+0.2% |