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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 | $1,034,676 | $156,398+561.6% | $147,318+602.3% | $138,895+644.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.41% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $16,770 | $4,853+245.5% | $4,593+265.1% | $4,194+299.8% |
| Participant deferral / active EE | $16,430 | $8,237+99.5% | $7,906+107.8% | $6,396+156.9% |
| Admin fee / account holder | $73,490 | $14,976+390.7% | $13,708+436.1% | $12,562+485.0% |