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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 | $1,600,847 | $209,336+664.7% | $197,124+712.1% | $137,256+1066.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.52% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,008 | $6,591-54.4% | $6,227-51.7% | $4,156-27.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $80,985 | $17,308+367.9% | $16,298+396.9% | $12,270+560.0% |