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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 | $223,823+638.5% | $211,142+682.8% | $154,746+968.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.06% | 50.39%-36.3pp | 46.84%-32.8pp | 172.34%-158.3pp |
| Employer contribution / active EE | $13,275 | $6,787+95.6% | $6,442+106.1% | $4,379+203.1% |
| Participant deferral / active EE | $5,850 | $9,750-40.0% | $9,284-37.0% | $6,730-13.1% |
| Admin fee / account holder | $44,074 | $19,707+123.6% | $19,076+131.0% | $14,365+206.8% |