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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 | $1,148,816 | $180,749+535.6% | $160,784+614.5% | $137,256+737.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.05% | 2234.46%-2217.4pp | 1803.92%-1786.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,676 | $4,155+12.5% | $3,733+25.3% | $4,156+12.5% |
| Participant deferral / active EE | $5,377 | $6,844-21.4% | $6,293-14.5% | $6,407-16.1% |
| Admin fee / account holder | $7,525 | $10,397-27.6% | $9,717-22.6% | $12,270-38.7% |