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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 | $1,404,149 | $196,972+612.9% | $182,262+670.4% | $198,609+607.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.63% | 158.27%-145.6pp | 140.60%-128.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $45,438 | $5,364+747.2% | $5,046+800.5% | $5,055+798.8% |
| Participant deferral / active EE | $10,204 | $8,643+18.1% | $8,276+23.3% | $6,977+46.2% |
| Admin fee / account holder | $12,326 | $18,429-33.1% | $16,712-26.2% | $19,030-35.2% |