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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 | $1,405,894 | $209,336+571.6% | $197,124+613.2% | $137,256+924.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.53% | 48.09%-23.6pp | 44.34%-19.8pp | 220.34%-195.8pp |
| Employer contribution / active EE | $20,406 | $6,591+209.6% | $6,227+227.7% | $4,156+391.0% |
| Participant deferral / active EE | $13,642 | $9,614+41.9% | $9,135+49.3% | $6,407+112.9% |
| Admin fee / account holder | $123,561 | $17,308+613.9% | $16,298+658.1% | $12,270+907.0% |