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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 | $223,823+728.4% | $211,142+778.1% | $154,746+1098.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.71% | 50.39%-32.7pp | 46.84%-29.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $34,943 | $6,787+414.9% | $6,442+442.4% | $4,379+697.9% |
| Participant deferral / active EE | $21,267 | $9,750+118.1% | $9,284+129.1% | $6,730+216.0% |
| Admin fee / account holder | $28,667 | $19,707+45.5% | $19,076+50.3% | $14,365+99.6% |