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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 | $1,442,643 | $156,398+822.4% | $147,318+879.3% | $138,895+938.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.26% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.1pp |
| Employer contribution / active EE | $10,785 | $4,853+122.2% | $4,593+134.8% | $4,194+157.1% |
| Participant deferral / active EE | $7,750 | $8,237-5.9% | $7,906-2.0% | $6,396+21.2% |
| Admin fee / account holder | $65,413 | $14,976+336.8% | $13,708+377.2% | $12,562+420.7% |