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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 | $1,174,766 | $154,228+661.7% | $145,433+707.8% | $137,256+755.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 55.48% | 74.59%-19.1pp | 66.58%-11.1pp | 220.34%-164.9pp |
| Employer contribution / active EE | $40,000 | $4,804+732.6% | $4,554+778.3% | $4,156+862.5% |
| Participant deferral / active EE | $23,250 | $8,216+183.0% | $7,897+194.4% | $6,407+262.9% |
| Admin fee / account holder | $8,575 | $14,344-40.2% | $13,129-34.7% | $12,270-30.1% |