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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 | $1,309,147 | $209,336+525.4% | $197,124+564.1% | $137,256+853.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.66% | 48.09%-35.4pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,649 | $6,591-44.6% | $6,227-41.4% | $4,156-12.2% |
| Participant deferral / active EE | $22,177 | $9,614+130.7% | $9,135+142.8% | $6,407+246.1% |
| Admin fee / account holder | $7,208 | $17,308-58.4% | $16,298-55.8% | $12,270-41.3% |