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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 | $1,119,696 | $165,399+577.0% | $149,745+647.7% | $158,982+604.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.75% | 348.34%-333.6pp | 276.72%-262.0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $4,066 | $5,105-20.3% | $4,646-12.5% | $4,763-14.6% |
| Participant deferral / active EE | $11,258 | $7,183+56.7% | $6,843+64.5% | $5,983+88.2% |
| Admin fee / account holder | $4,241 | $10,811-60.8% | $9,312-54.5% | $11,252-62.3% |