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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 | $1,544,026 | $174,379+785.4% | $152,093+915.2% | $138,895+1011.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.62% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $37,455 | $4,652+705.2% | $4,175+797.2% | $4,194+793.0% |
| Participant deferral / active EE | $24,909 | $6,159+304.4% | $5,451+356.9% | $6,396+289.4% |
| Admin fee / account holder | $97,804 | $16,880+479.4% | $14,497+574.7% | $12,562+678.6% |