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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 | $1,364,581 | $201,259+578.0% | $184,200+640.8% | $145,959+834.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.32% | 28.98%-13.7pp | 28.80%-13.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $25,000 | $9,806+154.9% | $9,132+173.8% | $6,689+273.8% |
| Admin fee / account holder | $104,923 | $16,372+540.9% | $13,907+654.5% | $13,398+683.1% |