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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 | $156,398+611.6% | $147,318+655.4% | $138,895+701.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.97% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $26,821 | $4,853+452.6% | $4,593+484.0% | $4,194+539.5% |
| Participant deferral / active EE | $17,586 | $8,237+113.5% | $7,906+122.4% | $6,396+174.9% |
| Admin fee / account holder | $5,112 | $14,976-65.9% | $13,708-62.7% | $12,562-59.3% |