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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 | $1,112,326 | $154,228+621.2% | $145,433+664.8% | $137,256+710.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.68% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $30,153 | $4,804+527.7% | $4,554+562.1% | $4,156+625.5% |
| Participant deferral / active EE | $14,823 | $8,216+80.4% | $7,897+87.7% | $6,407+131.4% |
| Admin fee / account holder | $51,986 | $14,344+262.4% | $13,129+296.0% | $12,270+323.7% |