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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 | $1,494,880 | $211,288+607.5% | $178,540+737.3% | $145,884+924.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.53% | 30.27%-11.7pp | 27.15%-8.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $10,000 | $4,574+118.6% | $3,953+153.0% | $4,662+114.5% |
| Participant deferral / active EE | $15,250 | $6,967+118.9% | $6,281+142.8% | $6,690+128.0% |
| Admin fee / account holder | $10,218 | $12,105-15.6% | $10,424-2.0% | $13,392-23.7% |