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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 | $1,056,213 | $199,109+430.5% | $173,730+508.0% | $154,746+582.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.82% | 20.02%-10.2pp | 19.96%-10.1pp | 172.34%-162.5pp |
| Employer contribution / active EE | $21,454 | $5,311+303.9% | $4,577+368.7% | $4,379+389.9% |
| Participant deferral / active EE | $14,247 | $7,113+100.3% | $6,326+125.2% | $6,730+111.7% |
| Admin fee / account holder | $93,040 | $20,916+344.8% | $17,523+430.9% | $14,365+547.7% |