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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 | $1,510,524 | $223,823+574.9% | $211,142+615.4% | $154,746+876.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.72% | 50.39%-30.7pp | 46.84%-27.1pp | 172.34%-152.6pp |
| Employer contribution / active EE | $16,711 | $6,787+146.2% | $6,442+159.4% | $4,379+281.6% |
| Participant deferral / active EE | $18,813 | $9,750+92.9% | $9,284+102.6% | $6,730+179.5% |
| Admin fee / account holder | $472 | $19,707-97.6% | $19,076-97.5% | $14,365-96.7% |