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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 | $1,088,625 | $185,905+485.6% | $170,057+540.2% | $139,487+680.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.64% | 60.56%-27.9pp | 53.42%-20.8pp | 373.84%-341.2pp |
| Employer contribution / active EE | $12,161 | $7,597+60.1% | $6,790+79.1% | $4,755+155.8% |
| Participant deferral / active EE | $22,788 | $11,627+96.0% | $10,411+118.9% | $6,713+239.5% |
| Admin fee / account holder | $10,854 | $15,397-29.5% | $12,826-15.4% | $11,407-4.9% |