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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 | $1,540,006 | $165,381+831.2% | $149,730+928.5% | $158,966+868.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.75% | 348.29%-333.5pp | 276.70%-262.0pp | 302.95%-288.2pp |
| Employer contribution / active EE | $13,578 | $5,104+166.0% | $4,645+192.3% | $4,762+185.1% |
| Participant deferral / active EE | $4,396 | $7,182-38.8% | $6,843-35.8% | $5,983-26.5% |
| Admin fee / account holder | $15,358 | $10,809+42.1% | $9,310+65.0% | $11,250+36.5% |