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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 | $1,027,118 | $181,062+467.3% | $158,223+549.2% | $155,188+561.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 85.70% | 57.39%+28.3pp | 52.09%+33.6pp | 148.84%-63.1pp |
| Employer contribution / active EE | $11,050 | $4,565+142.1% | $4,109+168.9% | $4,248+160.1% |
| Participant deferral / active EE | $6,073 | $6,134-1.0% | $5,467+11.1% | $6,531-7.0% |
| Admin fee / account holder | $2,256 | $18,825-88.0% | $16,047-85.9% | $14,480-84.4% |