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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 | $1,532,917 | $172,111+790.7% | $150,298+919.9% | $137,256+1016.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.92% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $17,140 | $4,636+269.7% | $4,154+312.6% | $4,156+312.4% |
| Participant deferral / active EE | $12,919 | $6,166+109.5% | $5,453+136.9% | $6,407+101.6% |
| Admin fee / account holder | $22,822 | $16,471+38.6% | $14,116+61.7% | $12,270+86.0% |