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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 | $88,702+1376.3% | $81,780+1501.2% | $145,978+797.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.24% | 1029.12%-1015.9pp | 776.27%-763.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $6,150 | $3,084+99.4% | $2,914+111.1% | $4,662+31.9% |
| Participant deferral / active EE | $15,250 | $4,645+228.3% | $4,321+253.0% | $6,690+128.0% |
| Admin fee / account holder | $9,251 | $8,414+9.9% | $7,384+25.3% | $13,400-31.0% |