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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 | $201,344+712.5% | $184,243+787.9% | $145,877+1021.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.38% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $6,285 | $7,022-10.5% | $6,427-2.2% | $4,663+34.8% |
| Participant deferral / active EE | $17,662 | $9,807+80.1% | $9,132+93.4% | $6,691+164.0% |
| Admin fee / account holder | $979 | $16,382-94.0% | $13,914-93.0% | $13,402-92.7% |