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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 | $1,232,014 | $185,312+564.8% | $161,489+662.9% | $154,746+696.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.13% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $43,238 | $4,769+806.6% | $4,268+913.0% | $4,379+887.4% |
| Participant deferral / active EE | $29,503 | $6,350+364.6% | $5,630+424.1% | $6,730+338.4% |
| Admin fee / account holder | $139,144 | $18,654+645.9% | $16,006+769.3% | $14,365+868.6% |