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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 | $1,444,934 | $138,312+944.7% | $122,979+1074.9% | $155,188+831.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.14% | 22.06%-7.9pp | 20.12%-6.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $3,373 | $3,530-4.5% | $3,062+10.1% | $4,248-20.6% |
| Participant deferral / active EE | $12,437 | $5,592+122.4% | $5,003+148.6% | $6,531+90.4% |
| Admin fee / account holder | $57,718 | $15,089+282.5% | $12,864+348.7% | $14,480+298.6% |