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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 | $196,972+465.0% | $182,262+510.6% | $198,609+460.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.97% | 158.27%-145.3pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $26,821 | $5,364+400.1% | $5,046+431.5% | $5,055+430.5% |
| Participant deferral / active EE | $17,586 | $8,643+103.5% | $8,276+112.5% | $6,977+152.1% |
| Admin fee / account holder | $5,112 | $18,429-72.3% | $16,712-69.4% | $19,030-73.1% |