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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 | $1,533,912 | $174,379+779.6% | $152,093+908.5% | $138,895+1004.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.56% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $5,002 | $4,652+7.5% | $4,175+19.8% | $4,194+19.3% |
| Participant deferral / active EE | $13,467 | $6,159+118.6% | $5,451+147.0% | $6,396+110.5% |
| Admin fee / account holder | $221,963 | $16,880+1214.9% | $14,497+1431.1% | $12,562+1666.9% |