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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 | $172,111+622.3% | $150,298+727.1% | $137,256+805.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.62% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $8,025 | $4,636+73.1% | $4,154+93.2% | $4,156+93.1% |
| Participant deferral / active EE | $10,471 | $6,166+69.8% | $5,453+92.0% | $6,407+63.4% |
| Admin fee / account holder | $21,412 | $16,471+30.0% | $14,116+51.7% | $12,270+74.5% |