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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 | $1,284,138 | $201,370+537.7% | $184,256+596.9% | $145,897+780.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.71% | 29.05%-18.3pp | 28.85%-18.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,404 | $7,024-51.5% | $6,427-47.0% | $4,663-27.0% |
| Participant deferral / active EE | $13,650 | $9,808+39.2% | $9,133+49.5% | $6,689+104.1% |
| Admin fee / account holder | $17,750 | $16,364+8.5% | $13,899+27.7% | $13,390+32.6% |