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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 | $1,186,410 | $174,379+580.4% | $152,093+680.1% | $138,895+754.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.43% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $29,277 | $4,652+529.4% | $4,175+601.3% | $4,194+598.0% |
| Participant deferral / active EE | $17,375 | $6,159+182.1% | $5,451+218.7% | $6,396+171.6% |
| Admin fee / account holder | $4,700 | $16,880-72.2% | $14,497-67.6% | $12,562-62.6% |