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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 | $1,024,447 | $185,856+451.2% | $170,028+502.5% | $139,456+634.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.22% | 60.52%-45.3pp | 53.39%-38.2pp | 373.45%-358.2pp |
| Employer contribution / active EE | $18,539 | $7,593+144.2% | $6,788+173.1% | $4,753+290.1% |
| Participant deferral / active EE | $20,000 | $11,623+72.1% | $10,409+92.1% | $6,711+198.0% |
| Admin fee / account holder | $2,221 | $15,387-85.6% | $12,820-82.7% | $11,407-80.5% |