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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 | $201,370+486.7% | $184,256+541.2% | $145,897+709.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.13% | 29.05%-17.9pp | 28.85%-17.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $12,836 | $7,024+82.8% | $6,427+99.7% | $4,663+175.3% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,689+128.0% |
| Admin fee / account holder | $18,127 | $16,364+10.8% | $13,899+30.4% | $13,390+35.4% |