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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 | $1,011,764 | $111,814+804.9% | $103,378+878.7% | $145,978+593.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.88% | 24.80%-8.9pp | 24.91%-9.0pp | 550.52%-534.6pp |
| Employer contribution / active EE | $33,391 | $4,215+692.2% | $3,870+762.7% | $4,662+616.3% |
| Participant deferral / active EE | $2,813 | $5,618-49.9% | $5,058-44.4% | $6,690-57.9% |
| Admin fee / account holder | $6,045 | $9,764-38.1% | $8,401-28.0% | $13,400-54.9% |