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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 | $1,086,990 | $154,228+604.8% | $145,433+647.4% | $137,256+691.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.98% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $18,931 | $4,804+294.1% | $4,554+315.7% | $4,156+355.5% |
| Participant deferral / active EE | $6,006 | $8,216-26.9% | $7,897-23.9% | $6,407-6.3% |
| Admin fee / account holder | $7,145 | $14,344-50.2% | $13,129-45.6% | $12,270-41.8% |