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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 | $181,062+747.2% | $158,223+869.5% | $155,188+888.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.56% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.3pp |
| Employer contribution / active EE | $5,002 | $4,565+9.6% | $4,109+21.7% | $4,248+17.8% |
| Participant deferral / active EE | $13,467 | $6,134+119.5% | $5,467+146.3% | $6,531+106.2% |
| Admin fee / account holder | $221,963 | $18,825+1079.1% | $16,047+1283.2% | $14,480+1432.9% |