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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 | $1,583,098 | $154,228+926.5% | $145,433+988.5% | $137,256+1053.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.48% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $46,500 | $4,804+867.9% | $4,554+921.0% | $4,156+1018.9% |
| Participant deferral / active EE | $32,875 | $8,216+300.1% | $7,897+316.3% | $6,407+413.1% |
| Admin fee / account holder | $17,579 | $14,344+22.6% | $13,129+33.9% | $12,270+43.3% |