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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 | $1,160,420 | $167,533+592.7% | $151,645+665.2% | $134,545+762.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 15662.92% | 7.81%+15655.1pp | 3.34%+15659.6pp | 418.37%+15244.5pp |
| Employer contribution / active EE | $5,378 | $6,828-21.2% | $6,165-12.8% | $4,742+13.4% |
| Participant deferral / active EE | $15,248 | $8,985+69.7% | $8,363+82.3% | $6,401+138.2% |
| Admin fee / account holder | $13,559 | $13,781-1.6% | $11,614+16.7% | $11,431+18.6% |