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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 | $1,688,590 | $183,592+819.8% | $155,574+985.4% | $145,877+1057.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.32% | 61.37%-42.1pp | 64.87%-45.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $2,400 | $5,317-54.9% | $4,676-48.7% | $4,663-48.5% |
| Participant deferral / active EE | $11,500 | $6,466+77.9% | $5,629+104.3% | $6,691+71.9% |
| Admin fee / account holder | $1,312 | $19,316-93.2% | $15,914-91.8% | $13,402-90.2% |