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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 | $1,256,556 | $185,905+575.9% | $170,057+638.9% | $139,487+800.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.38% | 60.56%-43.2pp | 53.42%-36.0pp | 373.84%-356.5pp |
| Employer contribution / active EE | $19,252 | $7,597+153.4% | $6,790+183.5% | $4,755+304.9% |
| Participant deferral / active EE | $6,203 | $11,627-46.6% | $10,411-40.4% | $6,713-7.6% |
| Admin fee / account holder | $7,625 | $15,397-50.5% | $12,826-40.6% | $11,407-33.2% |