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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 | $1,097,684 | $217,432+404.8% | $185,851+490.6% | $167,553+555.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.28% | 148.43%-133.2pp | 122.11%-106.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $14,693 | $5,874+150.1% | $5,168+184.3% | $4,840+203.6% |
| Participant deferral / active EE | $17,333 | $6,357+172.7% | $5,569+211.3% | $6,343+173.3% |
| Admin fee / account holder | $1,686 | $19,820-91.5% | $16,245-89.6% | $12,316-86.3% |