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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 | $1,000,357 | $181,062+452.5% | $158,223+532.2% | $155,188+544.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.36% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $19,265 | $4,565+322.0% | $4,109+368.9% | $4,248+353.5% |
| Participant deferral / active EE | $22,495 | $6,134+266.7% | $5,467+311.5% | $6,531+244.4% |
| Admin fee / account holder | $27,230 | $18,825+44.6% | $16,047+69.7% | $14,480+88.1% |