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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 | $1,193,892 | $209,336+470.3% | $197,124+505.7% | $137,256+769.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.50% | 48.09%-31.6pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,952 | $6,591-40.0% | $6,227-36.5% | $4,156-4.9% |
| Participant deferral / active EE | $26,410 | $9,614+174.7% | $9,135+189.1% | $6,407+312.2% |
| Admin fee / account holder | $46,147 | $17,308+166.6% | $16,298+183.1% | $12,270+276.1% |