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 | $1,855,553 | $217,430+753.4% | $185,854+898.4% | $167,560+1007.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.76% | 148.44%-122.7pp | 122.12%-96.4pp | 478.94%-453.2pp |
| Employer contribution / active EE | $2,143 | $5,875-63.5% | $5,169-58.5% | $4,840-55.7% |
| Participant deferral / active EE | $6,312 | $6,357-0.7% | $5,569+13.3% | $6,343-0.5% |
| Admin fee / account holder | $2,851 | $19,821-85.6% | $16,246-82.5% | $12,317-76.9% |