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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 | $1,701,723 | $185,312+818.3% | $161,489+953.8% | $154,746+999.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.80% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $60,873 | $4,769+1176.4% | $4,268+1326.2% | $4,379+1290.1% |
| Participant deferral / active EE | $35,694 | $6,350+462.1% | $5,630+534.0% | $6,730+430.3% |
| Admin fee / account holder | $8,834 | $18,654-52.6% | $16,006-44.8% | $14,365-38.5% |