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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 | $223,823+373.4% | $211,142+401.9% | $154,746+584.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.49% | 50.39%-29.9pp | 46.84%-26.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $26,064 | $6,787+284.0% | $6,442+304.6% | $4,379+495.2% |
| Participant deferral / active EE | $17,436 | $9,750+78.8% | $9,284+87.8% | $6,730+159.1% |
| Admin fee / account holder | $2,977 | $19,707-84.9% | $19,076-84.4% | $14,365-79.3% |