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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 | $1,021,432 | $185,883+449.5% | $170,043+500.7% | $139,466+632.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.60% | 60.54%-45.9pp | 53.40%-38.8pp | 373.66%-359.1pp |
| Employer contribution / active EE | $20,000 | $7,596+163.3% | $6,790+194.6% | $4,754+320.7% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $17,091 | $15,393+11.0% | $12,824+33.3% | $11,409+49.8% |