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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 | $1,180,593 | $209,422+463.7% | $178,503+561.4% | $158,982+642.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.01% | 188.81%-179.8pp | 151.12%-142.1pp | 302.99%-294.0pp |
| Employer contribution / active EE | $8,897 | $5,707+55.9% | $5,011+77.5% | $4,763+86.8% |
| Participant deferral / active EE | $7,663 | $5,955+28.7% | $5,202+47.3% | $5,983+28.1% |
| Admin fee / account holder | $6,314 | $17,079-63.0% | $13,987-54.9% | $11,252-43.9% |