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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 | $1,635,983 | $201,372+712.4% | $184,260+787.9% | $145,884+1021.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.38% | 29.04%-15.7pp | 28.84%-15.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $6,285 | $7,024-10.5% | $6,427-2.2% | $4,662+34.8% |
| Participant deferral / active EE | $17,662 | $9,808+80.1% | $9,133+93.4% | $6,690+164.0% |
| Admin fee / account holder | $979 | $16,362-94.0% | $13,898-93.0% | $13,392-92.7% |