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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 | $1,374,402 | $185,312+641.7% | $161,489+751.1% | $154,746+788.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.15% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $12,229 | $4,769+156.4% | $4,268+186.5% | $4,379+179.3% |
| Participant deferral / active EE | $10,975 | $6,350+72.8% | $5,630+94.9% | $6,730+63.1% |
| Admin fee / account holder | $13,133 | $18,654-29.6% | $16,006-17.9% | $14,365-8.6% |