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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 | $1,082,122 | $185,312+483.9% | $161,489+570.1% | $154,746+599.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.08% | 103.84%-85.8pp | 89.72%-71.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $13,437 | $4,769+181.8% | $4,268+214.8% | $4,379+206.9% |
| Participant deferral / active EE | $10,824 | $6,350+70.5% | $5,630+92.3% | $6,730+60.8% |
| Admin fee / account holder | $13,228 | $18,654-29.1% | $16,006-17.4% | $14,365-7.9% |