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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 | $1,079,905 | $102,609+952.4% | $98,090+1000.9% | $138,895+677.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 15.18% | 36.44%-21.3pp | 37.05%-21.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $37,484 | $3,867+869.3% | $3,606+939.4% | $4,194+793.7% |
| Participant deferral / active EE | $28,000 | $8,167+242.8% | $7,845+256.9% | $6,396+337.8% |
| Admin fee / account holder | $6,832 | $11,434-40.3% | $11,815-42.2% | $12,562-45.6% |