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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 | $1,476,435 | $174,379+746.7% | $152,093+870.7% | $138,895+963.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.72% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $42,082 | $4,652+804.6% | $4,175+908.0% | $4,194+903.3% |
| Participant deferral / active EE | $26,214 | $6,159+325.6% | $5,451+380.9% | $6,396+309.8% |
| Admin fee / account holder | $63,972 | $16,880+279.0% | $14,497+341.3% | $12,562+409.2% |