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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 | $1,484,397 | $148,629+898.7% | $135,982+991.6% | $139,487+964.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.93% | 79.33%-58.4pp | 68.32%-47.4pp | 373.84%-352.9pp |
| Employer contribution / active EE | $3,395 | $5,247-35.3% | $4,859-30.1% | $4,755-28.6% |
| Participant deferral / active EE | $15,000 | $8,102+85.1% | $7,760+93.3% | $6,713+123.5% |
| Admin fee / account holder | $79,825 | $12,406+543.4% | $10,767+641.4% | $11,407+599.8% |