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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 | $1,124,832 | $172,111+553.6% | $150,298+648.4% | $137,256+719.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.82% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $62,243 | $4,636+1242.5% | $4,154+1398.4% | $4,156+1397.7% |
| Participant deferral / active EE | $10,396 | $6,166+68.6% | $5,453+90.7% | $6,407+62.3% |
| Admin fee / account holder | $171,131 | $16,471+939.0% | $14,116+1112.3% | $12,270+1294.7% |