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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 | $1,115,501 | $172,111+548.1% | $150,298+642.2% | $137,256+712.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.01% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,213 | $4,636-73.8% | $4,154-70.8% | $4,156-70.8% |
| Participant deferral / active EE | $5,167 | $6,166-16.2% | $5,453-5.2% | $6,407-19.4% |
| Admin fee / account holder | $29,519 | $16,471+79.2% | $14,116+109.1% | $12,270+140.6% |