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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 | $1,025,659 | $223,823+358.2% | $211,142+385.8% | $154,746+562.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.08% | 50.39%-38.3pp | 46.84%-34.8pp | 172.34%-160.3pp |
| Employer contribution / active EE | $16,667 | $6,787+145.6% | $6,442+158.7% | $4,379+280.6% |
| Participant deferral / active EE | $10,804 | $9,750+10.8% | $9,284+16.4% | $6,730+60.5% |
| Admin fee / account holder | $53,653 | $19,707+172.3% | $19,076+181.3% | $14,365+273.5% |