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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 | $1,274,032 | $227,399+460.3% | $189,758+571.4% | $198,609+541.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 8.38% | 61.03%-52.6pp | 52.62%-44.2pp | 202.70%-194.3pp |
| Employer contribution / active EE | $10,066 | $5,526+82.1% | $4,767+111.2% | $5,055+99.1% |
| Participant deferral / active EE | $5,248 | $6,837-23.2% | $5,856-10.4% | $6,977-24.8% |
| Admin fee / account holder | $4,870 | $25,162-80.6% | $20,388-76.1% | $19,030-74.4% |