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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 | $1,633,718 | $223,823+629.9% | $211,142+673.8% | $154,746+955.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.14% | 50.39%-35.3pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $24,935 | $6,787+267.4% | $6,442+287.1% | $4,379+469.4% |
| Participant deferral / active EE | $23,596 | $9,750+142.0% | $9,284+154.2% | $6,730+250.6% |
| Admin fee / account holder | $19,893 | $19,707+0.9% | $19,076+4.3% | $14,365+38.5% |