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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 | $1,167,494 | $162,967+616.4% | $135,792+759.8% | $138,895+740.6% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.6%+13.1pp | 79.9%+5.8pp |
| Annual return | 12.32% | 30.08%-17.8pp | 25.96%-13.6pp | 145.39%-133.1pp |
| Employer contribution / active EE | $3,570 | $4,211-15.2% | $3,496+2.1% | $4,194-14.9% |
| Participant deferral / active EE | $17,032 | $5,640+202.0% | $4,759+257.9% | $6,396+166.3% |
| Admin fee / account holder | $8,271 | $15,306-46.0% | $12,266-32.6% | $12,562-34.2% |