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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 | $1,181,523 | $201,344+486.8% | $184,243+541.3% | $145,877+709.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.13% | 29.01%-17.9pp | 28.82%-17.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $12,836 | $7,022+82.8% | $6,427+99.7% | $4,663+175.3% |
| Participant deferral / active EE | $15,250 | $9,807+55.5% | $9,132+67.0% | $6,691+127.9% |
| Admin fee / account holder | $18,127 | $16,382+10.7% | $13,914+30.3% | $13,402+35.3% |