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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 | $1,112,917 | $154,228+621.6% | $145,433+665.2% | $137,256+710.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.97% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $26,821 | $4,804+458.3% | $4,554+488.9% | $4,156+545.3% |
| Participant deferral / active EE | $17,586 | $8,216+114.0% | $7,897+122.7% | $6,407+174.5% |
| Admin fee / account holder | $5,112 | $14,344-64.4% | $13,129-61.1% | $12,270-58.3% |