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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 | $1,001,668 | $209,874+377.3% | $189,537+428.5% | $167,536+497.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.10% | 748.61%-731.5pp | 555.34%-538.2pp | 478.82%-461.7pp |
| Employer contribution / active EE | $2,112 | $6,913-69.4% | $6,161-65.7% | $4,839-56.4% |
| Participant deferral / active EE | $10,257 | $8,934+14.8% | $8,220+24.8% | $6,342+61.7% |
| Admin fee / account holder | $408,409 | $14,299+2756.2% | $12,048+3289.8% | $12,315+3216.5% |