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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 | $1,034,534 | $129,737+697.4% | $119,126+768.4% | $154,746+568.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.59% | 379.08%-363.5pp | 282.11%-266.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $17,033 | $4,375+289.3% | $4,034+322.3% | $4,379+289.0% |
| Participant deferral / active EE | $10,854 | $5,842+85.8% | $5,318+104.1% | $6,730+61.3% |
| Admin fee / account holder | $572 | $11,961-95.2% | $10,693-94.6% | $14,365-96.0% |