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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 | $1,272,955 | $138,312+820.4% | $122,979+935.1% | $155,188+720.3% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 7.50% | 22.06%-14.6pp | 20.12%-12.6pp | 148.84%-141.3pp |
| Employer contribution / active EE | $1,000 | $3,530-71.7% | $3,062-67.3% | $4,248-76.5% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $72,891 | $15,089+383.1% | $12,864+466.6% | $14,480+403.4% |