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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 | $1,211,596 | $209,336+478.8% | $197,124+514.6% | $137,256+782.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.45% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,727 | $6,591+47.6% | $6,227+56.2% | $4,156+134.0% |
| Participant deferral / active EE | $23,809 | $9,614+147.6% | $9,135+160.6% | $6,407+271.6% |
| Admin fee / account holder | $27,921 | $17,308+61.3% | $16,298+71.3% | $12,270+127.5% |