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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 | $1,318,305 | $185,905+609.1% | $170,057+675.2% | $139,487+845.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.54% | 60.56%-37.0pp | 53.42%-29.9pp | 373.84%-350.3pp |
| Employer contribution / active EE | $20,085 | $7,597+164.4% | $6,790+195.8% | $4,755+322.4% |
| Participant deferral / active EE | $10,253 | $11,627-11.8% | $10,411-1.5% | $6,713+52.7% |
| Admin fee / account holder | $23,665 | $15,397+53.7% | $12,826+84.5% | $11,407+107.5% |