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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 | $1,243,090 | $185,312+570.8% | $161,489+669.8% | $154,746+703.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.62% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $8,025 | $4,769+68.3% | $4,268+88.0% | $4,379+83.3% |
| Participant deferral / active EE | $10,471 | $6,350+64.9% | $5,630+86.0% | $6,730+55.6% |
| Admin fee / account holder | $21,412 | $18,654+14.8% | $16,006+33.8% | $14,365+49.1% |