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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 | $1,312,947 | $178,174+636.9% | $156,181+740.7% | $137,256+856.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.72% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $20,198 | $4,972+306.3% | $4,294+370.4% | $4,156+386.0% |
| Participant deferral / active EE | $14,910 | $6,888+116.5% | $6,132+143.1% | $6,407+132.7% |
| Admin fee / account holder | $111,243 | $17,404+539.2% | $14,586+662.7% | $12,270+806.6% |