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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 | $1,652,830 | $209,336+689.6% | $197,124+738.5% | $137,256+1104.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.06% | 48.09%-34.0pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $13,275 | $6,591+101.4% | $6,227+113.2% | $4,156+219.4% |
| Participant deferral / active EE | $5,850 | $9,614-39.2% | $9,135-36.0% | $6,407-8.7% |
| Admin fee / account holder | $44,074 | $17,308+154.7% | $16,298+170.4% | $12,270+259.2% |