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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 | $1,854,115 | $227,291+715.7% | $214,702+763.6% | $155,188+1094.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.71% | 60.08%-42.4pp | 54.55%-36.8pp | 148.84%-131.1pp |
| Employer contribution / active EE | $34,943 | $6,772+416.0% | $6,461+440.8% | $4,248+722.6% |
| Participant deferral / active EE | $21,267 | $9,582+121.9% | $9,147+132.5% | $6,531+225.6% |
| Admin fee / account holder | $28,667 | $20,413+40.4% | $19,830+44.6% | $14,480+98.0% |