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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 | $1,158,336 | $185,312+525.1% | $161,489+617.3% | $154,746+648.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.32% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $35,274 | $4,769+639.6% | $4,268+726.4% | $4,379+705.5% |
| Participant deferral / active EE | $20,893 | $6,350+229.0% | $5,630+271.1% | $6,730+210.4% |
| Admin fee / account holder | $7,951 | $18,654-57.4% | $16,006-50.3% | $14,365-44.7% |