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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 | $1,403,401 | $178,174+687.7% | $156,181+798.6% | $137,256+922.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.44% | 84.19%-67.8pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $18,595 | $4,972+274.0% | $4,294+333.0% | $4,156+347.4% |
| Participant deferral / active EE | $15,500 | $6,888+125.0% | $6,132+152.8% | $6,407+141.9% |
| Admin fee / account holder | $30,223 | $17,404+73.7% | $14,586+107.2% | $12,270+146.3% |