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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 | $1,278,127 | $209,336+510.6% | $197,124+548.4% | $137,256+831.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.98% | 48.09%-36.1pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $27,096 | $6,591+311.1% | $6,227+335.1% | $4,156+552.0% |
| Participant deferral / active EE | $6,974 | $9,614-27.5% | $9,135-23.7% | $6,407+8.9% |
| Admin fee / account holder | $239,795 | $17,308+1285.5% | $16,298+1371.3% | $12,270+1854.3% |