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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 | $162,136+766.0% | $152,301+822.0% | $154,746+807.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.63% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $45,438 | $4,890+829.1% | $4,624+882.6% | $4,379+937.6% |
| Participant deferral / active EE | $10,204 | $8,341+22.3% | $8,004+27.5% | $6,730+51.6% |
| Admin fee / account holder | $12,326 | $15,759-21.8% | $14,398-14.4% | $14,365-14.2% |