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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 | $1,059,641 | $209,336+406.2% | $197,124+437.6% | $137,256+672.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.49% | 48.09%-27.6pp | 44.34%-23.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $26,064 | $6,591+295.5% | $6,227+318.5% | $4,156+527.1% |
| Participant deferral / active EE | $17,436 | $9,614+81.4% | $9,135+90.9% | $6,407+172.2% |
| Admin fee / account holder | $2,977 | $17,308-82.8% | $16,298-81.7% | $12,270-75.7% |