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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 | $1,217,534 | $185,312+557.0% | $161,489+653.9% | $154,746+686.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.52% | 103.84%-92.3pp | 89.72%-78.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $16,540 | $4,769+246.8% | $4,268+287.5% | $4,379+277.7% |
| Participant deferral / active EE | $30,992 | $6,350+388.1% | $5,630+450.5% | $6,730+360.5% |
| Admin fee / account holder | $8,342 | $18,654-55.3% | $16,006-47.9% | $14,365-41.9% |