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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 | $227,291+684.7% | $214,702+730.7% | $155,188+1049.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.30% | 60.08%-47.8pp | 54.55%-42.3pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,640 | $6,772-61.0% | $6,461-59.1% | $4,248-37.8% |
| Participant deferral / active EE | $20,387 | $9,582+112.8% | $9,147+122.9% | $6,531+212.1% |
| Admin fee / account holder | $3,466 | $20,413-83.0% | $19,830-82.5% | $14,480-76.1% |