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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 | $1,093,808 | $136,860+699.2% | $120,344+808.9% | $154,746+606.8% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 11.96% | 21.38%-9.4pp | 20.30%-8.3pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,597 | $3,533-26.5% | $3,020-14.0% | $4,379-40.7% |
| Participant deferral / active EE | $14,056 | $5,793+142.6% | $5,135+173.7% | $6,730+108.8% |
| Admin fee / account holder | $936 | $15,393-93.9% | $12,742-92.7% | $14,365-93.5% |