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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 | $1,364,535 | $172,111+692.8% | $150,298+807.9% | $137,256+894.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.05% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,917 | $4,636-58.7% | $4,154-53.9% | $4,156-53.9% |
| Participant deferral / active EE | $2,400 | $6,166-61.1% | $5,453-56.0% | $6,407-62.5% |
| Admin fee / account holder | $8,095 | $16,471-50.9% | $14,116-42.7% | $12,270-34.0% |