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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 | $1,026,864 | $217,432+372.3% | $185,849+452.5% | $167,536+512.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.59% | 148.42%-124.8pp | 122.10%-98.5pp | 478.82%-455.2pp |
| Employer contribution / active EE | $5,129 | $5,875-12.7% | $5,169-0.8% | $4,839+6.0% |
| Participant deferral / active EE | $5,200 | $6,357-18.2% | $5,569-6.6% | $6,342-18.0% |
| Admin fee / account holder | $3,000 | $19,818-84.9% | $16,244-81.5% | $12,315-75.6% |