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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 | $1,640,772 | $183,516+794.1% | $155,534+954.9% | $145,884+1024.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.94% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $5,704 | $5,315+7.3% | $4,675+22.0% | $4,662+22.4% |
| Participant deferral / active EE | $8,474 | $6,467+31.0% | $5,630+50.5% | $6,690+26.7% |
| Admin fee / account holder | $67,210 | $19,293+248.4% | $15,900+322.7% | $13,392+401.9% |