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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 | $1,309,480 | $88,710+1376.1% | $81,783+1501.2% | $145,959+797.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.24% | 1027.26%-1014.0pp | 775.05%-761.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $6,150 | $3,083+99.5% | $2,913+111.2% | $4,661+32.0% |
| Participant deferral / active EE | $15,250 | $4,645+228.3% | $4,320+253.0% | $6,689+128.0% |
| Admin fee / account holder | $9,251 | $8,407+10.0% | $7,380+25.3% | $13,398-31.0% |