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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 | $2,021,759 | $196,972+926.4% | $182,262+1009.3% | $198,609+918.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.78% | 158.27%-143.5pp | 140.60%-125.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $15,000 | $5,364+179.7% | $5,046+197.3% | $5,055+196.7% |
| Participant deferral / active EE | $17,375 | $8,643+101.0% | $8,276+109.9% | $6,977+149.0% |
| Admin fee / account holder | $21,949 | $18,429+19.1% | $16,712+31.3% | $19,030+15.3% |