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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 | $1,061,783 | $162,136+554.9% | $152,301+597.2% | $154,746+586.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.26% | 91.02%-78.8pp | 80.50%-68.2pp | 172.34%-160.1pp |
| Employer contribution / active EE | $37,430 | $4,890+665.4% | $4,624+709.4% | $4,379+754.7% |
| Participant deferral / active EE | $7,500 | $8,341-10.1% | $8,004-6.3% | $6,730+11.4% |
| Admin fee / account holder | $872 | $15,759-94.5% | $14,398-93.9% | $14,365-93.9% |