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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 | $1,021,219 | $209,336+387.8% | $197,124+418.1% | $137,256+644.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.93% | 48.09%-33.2pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $12,483 | $6,591+89.4% | $6,227+100.5% | $4,156+200.4% |
| Participant deferral / active EE | $37,675 | $9,614+291.9% | $9,135+312.4% | $6,407+488.1% |
| Admin fee / account holder | $278,986 | $17,308+1511.9% | $16,298+1611.8% | $12,270+2173.7% |