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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 | $1,067,667 | $154,228+592.3% | $145,433+634.1% | $137,256+677.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.52% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $7,412 | $4,804+54.3% | $4,554+62.8% | $4,156+78.4% |
| Participant deferral / active EE | $6,560 | $8,216-20.2% | $7,897-16.9% | $6,407+2.4% |
| Admin fee / account holder | $25,428 | $14,344+77.3% | $13,129+93.7% | $12,270+107.2% |