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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 | $1,005,454 | $211,239+376.0% | $178,528+463.2% | $145,877+589.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.09% | 30.22%-16.1pp | 27.11%-13.0pp | 551.28%-537.2pp |
| Employer contribution / active EE | $23,085 | $4,570+405.1% | $3,950+484.4% | $4,663+395.1% |
| Participant deferral / active EE | $14,683 | $6,963+110.9% | $6,278+133.9% | $6,691+119.5% |
| Admin fee / account holder | $18,243 | $12,095+50.8% | $10,419+75.1% | $13,402+36.1% |