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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 | $1,090,183 | $172,111+533.4% | $150,298+625.3% | $137,256+694.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.60% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,000 | $4,636+7.8% | $4,154+20.4% | $4,156+20.3% |
| Participant deferral / active EE | $12,000 | $6,166+94.6% | $5,453+120.1% | $6,407+87.3% |
| Admin fee / account holder | $60,000 | $16,471+264.3% | $14,116+325.1% | $12,270+389.0% |