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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 | $172,111+816.0% | $150,298+949.0% | $137,256+1048.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.25% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $7,021 | $4,636+51.4% | $4,154+69.0% | $4,156+68.9% |
| Participant deferral / active EE | $8,714 | $6,166+41.3% | $5,453+59.8% | $6,407+36.0% |
| Admin fee / account holder | $1,760 | $16,471-89.3% | $14,116-87.5% | $12,270-85.7% |