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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 | $1,028,333 | $178,174+477.1% | $156,181+558.4% | $137,256+649.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.38% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $14,098 | $4,972+183.6% | $4,294+228.3% | $4,156+239.2% |
| Participant deferral / active EE | $17,806 | $6,888+158.5% | $6,132+190.4% | $6,407+177.9% |
| Admin fee / account holder | $12,514 | $17,404-28.1% | $14,586-14.2% | $12,270+2.0% |