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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 | $1,369,795 | $182,442+650.8% | $163,379+738.4% | $138,895+886.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 11.32% | 72.74%-61.4pp | 63.41%-52.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $14,563 | $4,159+250.1% | $3,752+288.1% | $4,194+247.2% |
| Participant deferral / active EE | $10,937 | $6,817+60.4% | $6,282+74.1% | $6,396+71.0% |
| Admin fee / account holder | $31,541 | $10,396+203.4% | $9,818+221.3% | $12,562+151.1% |