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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 | $1,174,788 | $217,427+440.3% | $185,837+532.2% | $167,518+601.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.55% | 148.39%-130.8pp | 122.08%-104.5pp | 478.71%-461.2pp |
| Employer contribution / active EE | $2,061 | $5,874-64.9% | $5,168-60.1% | $4,838-57.4% |
| Participant deferral / active EE | $7,280 | $6,357+14.5% | $5,568+30.7% | $6,342+14.8% |
| Admin fee / account holder | $27,321 | $19,816+37.9% | $16,241+68.2% | $12,312+121.9% |