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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 | $1,100,654 | $161,352+582.1% | $134,172+720.3% | $137,256+701.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.82% | 28.72%-13.9pp | 25.30%-10.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,115 | $4,099+0.4% | $3,420+20.3% | $4,156-1.0% |
| Participant deferral / active EE | $35,000 | $5,552+530.4% | $4,690+646.2% | $6,407+446.3% |
| Admin fee / account holder | $6,641 | $15,028-55.8% | $12,016-44.7% | $12,270-45.9% |