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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 | $1,783,617 | $209,336+752.0% | $197,124+804.8% | $137,256+1199.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.30% | 48.09%-35.8pp | 44.34%-32.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,640 | $6,591-59.9% | $6,227-57.6% | $4,156-36.5% |
| Participant deferral / active EE | $20,387 | $9,614+112.0% | $9,135+123.2% | $6,407+218.2% |
| Admin fee / account holder | $3,466 | $17,308-80.0% | $16,298-78.7% | $12,270-71.8% |