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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 | $1,245,644 | $201,344+518.7% | $184,243+576.1% | $145,877+753.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 62.19% | 29.01%+33.2pp | 28.82%+33.4pp | 551.28%-489.1pp |
| Employer contribution / active EE | $8,396 | $7,022+19.6% | $6,427+30.6% | $4,663+80.0% |
| Participant deferral / active EE | $14,467 | $9,807+47.5% | $9,132+58.4% | $6,691+116.2% |
| Admin fee / account holder | $849 | $16,382-94.8% | $13,914-93.9% | $13,402-93.7% |