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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 | $1,148,374 | $125,797+812.9% | $170,043+575.3% | $75,173+1427.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 36.07% | 27.20%+8.9pp | 53.40%-17.3pp | 160.72%-124.6pp |
| Employer contribution / active EE | $42,890 | $4,616+829.1% | $6,790+531.7% | $2,671+1505.8% |
| Participant deferral / active EE | $19,250 | $6,838+181.5% | $10,410+84.9% | $4,126+366.5% |
| Admin fee / account holder | $42,562 | $8,177+420.5% | $12,824+231.9% | $5,651+653.2% |