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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 | $1,135,378 | $154,193+636.3% | $130,045+773.1% | $139,466+714.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.59% | 32.51%-17.9pp | -137.30%+151.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $25,051 | $5,292+373.4% | $4,321+479.7% | $4,754+426.9% |
| Participant deferral / active EE | $7,367 | $6,709+9.8% | $5,820+26.6% | $6,712+9.8% |
| Admin fee / account holder | $15,854 | $13,989+13.3% | $10,600+49.6% | $11,409+39.0% |