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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 | $1,374,946 | $227,399+504.6% | $189,758+624.6% | $198,609+592.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.23% | 61.03%-47.8pp | 52.62%-39.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $43,503 | $5,526+687.2% | $4,767+812.7% | $5,055+760.5% |
| Participant deferral / active EE | $25,309 | $6,837+270.2% | $5,856+332.2% | $6,977+262.8% |
| Admin fee / account holder | $16,875 | $25,162-32.9% | $20,388-17.2% | $19,030-11.3% |