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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 | $1,631,612 | $183,592+788.7% | $155,574+948.8% | $145,877+1018.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.61% | 61.37%-39.8pp | 64.87%-43.3pp | 551.28%-529.7pp |
| Employer contribution / active EE | $40,442 | $5,317+660.7% | $4,676+764.9% | $4,663+767.3% |
| Participant deferral / active EE | $22,615 | $6,466+249.7% | $5,629+301.7% | $6,691+238.0% |
| Admin fee / account holder | $15,061 | $19,316-22.0% | $15,914-5.4% | $13,402+12.4% |