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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 | $223,823+437.1% | $211,142+469.4% | $154,746+676.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.45% | 50.39%-37.9pp | 46.84%-34.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $6,086 | $6,787-10.3% | $6,442-5.5% | $4,379+39.0% |
| Participant deferral / active EE | $12,825 | $9,750+31.5% | $9,284+38.1% | $6,730+90.6% |
| Admin fee / account holder | $22,778 | $19,707+15.6% | $19,076+19.4% | $14,365+58.6% |