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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 | $1,205,326 | $185,312+550.4% | $161,489+646.4% | $154,746+678.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.24% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $21,508 | $4,769+351.0% | $4,268+403.9% | $4,379+391.2% |
| Participant deferral / active EE | $8,852 | $6,350+39.4% | $5,630+57.2% | $6,730+31.5% |
| Admin fee / account holder | $4,580 | $18,654-75.4% | $16,006-71.4% | $14,365-68.1% |