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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 | $1,147,399 | $148,623+672.0% | $135,974+743.8% | $139,466+722.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.41% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $18,741 | $5,246+257.2% | $4,859+285.7% | $4,754+294.2% |
| Participant deferral / active EE | $17,500 | $8,103+116.0% | $7,760+125.5% | $6,712+160.7% |
| Admin fee / account holder | $9,606 | $12,406-22.6% | $10,767-10.8% | $11,409-15.8% |