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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 | $1,205,165 | $196,972+511.8% | $182,262+561.2% | $198,609+506.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.18% | 158.27%-146.1pp | 140.60%-128.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $17,412 | $5,364+224.6% | $5,046+245.1% | $5,055+244.4% |
| Participant deferral / active EE | $10,333 | $8,643+19.6% | $8,276+24.9% | $6,977+48.1% |
| Admin fee / account holder | $6,453 | $18,429-65.0% | $16,712-61.4% | $19,030-66.1% |