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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 | $1,408,897 | $135,956+936.3% | $123,894+1037.2% | $273,972+414.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.73% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $15,826 | $5,170+206.1% | $4,617+242.8% | $4,869+225.1% |
| Participant deferral / active EE | $11,074 | $6,343+74.6% | $5,984+85.1% | $5,287+109.5% |
| Admin fee / account holder | $2,068 | $9,817-78.9% | $8,357-75.3% | $10,133-79.6% |