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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 | $1,058,885 | $181,062+484.8% | $158,223+569.2% | $155,188+582.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.59% | 57.39%-44.8pp | 52.09%-39.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $25,796 | $4,565+465.1% | $4,109+527.8% | $4,248+507.3% |
| Participant deferral / active EE | $12,270 | $6,134+100.0% | $5,467+124.4% | $6,531+87.9% |
| Admin fee / account holder | $3,571 | $18,825-81.0% | $16,047-77.7% | $14,480-75.3% |