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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 | $1,577,233 | $172,111+816.4% | $150,298+949.4% | $137,256+1049.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.07% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $46,977 | $4,636+913.3% | $4,154+1030.9% | $4,156+1030.3% |
| Participant deferral / active EE | $25,171 | $6,166+308.2% | $5,453+361.6% | $6,407+292.9% |
| Admin fee / account holder | $9,319 | $16,471-43.4% | $14,116-34.0% | $12,270-24.1% |