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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 | $1,026,907 | $201,372+410.0% | $184,260+457.3% | $145,884+603.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.97% | 29.04%-17.1pp | 28.84%-16.9pp | 551.85%-539.9pp |
| Employer contribution / active EE | $9,747 | $7,024+38.8% | $6,427+51.7% | $4,662+109.1% |
| Participant deferral / active EE | $37,133 | $9,808+278.6% | $9,133+306.6% | $6,690+455.1% |
| Admin fee / account holder | $645 | $16,362-96.1% | $13,898-95.4% | $13,392-95.2% |