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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 | $1,093,035 | $110,240+891.5% | $96,544+1032.2% | $139,487+683.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.49% | 26.41%-2.9pp | 25.88%-2.4pp | 373.84%-350.3pp |
| Employer contribution / active EE | $3,051 | $3,622-15.8% | $2,966+2.9% | $4,755-35.8% |
| Participant deferral / active EE | $11,275 | $5,549+103.2% | $4,851+132.4% | $6,713+68.0% |
| Admin fee / account holder | $38,385 | $11,602+230.8% | $8,254+365.0% | $11,407+236.5% |