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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 | $1,202,207 | $209,336+474.3% | $197,124+509.9% | $137,256+775.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.45% | 48.09%-35.6pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $6,086 | $6,591-7.7% | $6,227-2.3% | $4,156+46.4% |
| Participant deferral / active EE | $12,825 | $9,614+33.4% | $9,135+40.4% | $6,407+100.2% |
| Admin fee / account holder | $22,778 | $17,308+31.6% | $16,298+39.8% | $12,270+85.6% |