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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 | $1,293,560 | $185,312+598.0% | $161,489+701.0% | $154,746+735.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.03% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $16,560 | $4,769+247.2% | $4,268+288.0% | $4,379+278.2% |
| Participant deferral / active EE | $23,904 | $6,350+276.5% | $5,630+324.6% | $6,730+255.2% |
| Admin fee / account holder | $12,562 | $18,654-32.7% | $16,006-21.5% | $14,365-12.6% |