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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 | $1,090,932 | $154,228+607.4% | $145,433+650.1% | $137,256+694.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.42% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $5,157 | $4,804+7.3% | $4,554+13.2% | $4,156+24.1% |
| Participant deferral / active EE | $15,250 | $8,216+85.6% | $7,897+93.1% | $6,407+138.0% |
| Admin fee / account holder | $26,565 | $14,344+85.2% | $13,129+102.3% | $12,270+116.5% |