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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 | $209,336+680.4% | $197,124+728.8% | $137,256+1090.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.14% | 48.09%-33.0pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $24,935 | $6,591+278.3% | $6,227+300.4% | $4,156+500.0% |
| Participant deferral / active EE | $23,596 | $9,614+145.4% | $9,135+158.3% | $6,407+268.3% |
| Admin fee / account holder | $19,893 | $17,308+14.9% | $16,298+22.1% | $12,270+62.1% |