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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 | $1,576,601 | $185,312+750.8% | $161,489+876.3% | $154,746+918.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.25% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $7,021 | $4,769+47.2% | $4,268+64.5% | $4,379+60.3% |
| Participant deferral / active EE | $8,714 | $6,350+37.2% | $5,630+54.8% | $6,730+29.5% |
| Admin fee / account holder | $1,760 | $18,654-90.6% | $16,006-89.0% | $14,365-87.7% |