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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 | $1,957,265 | $275,752+609.8% | $256,809+662.1% | $198,609+885.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 6.08% | 34.81%-28.7pp | 32.73%-26.6pp | 202.70%-196.6pp |
| Employer contribution / active EE | $40,633 | $7,721+426.3% | $7,263+459.5% | $5,055+703.7% |
| Participant deferral / active EE | $19,250 | $10,037+91.8% | $9,520+102.2% | $6,977+175.9% |
| Admin fee / account holder | $66,183 | $25,716+157.4% | $25,146+163.2% | $19,030+247.8% |