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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 | $1,011,476 | $165,399+511.5% | $149,745+575.5% | $158,982+536.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.60% | 348.34%-337.7pp | 276.72%-266.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $4,353 | $5,105-14.7% | $4,646-6.3% | $4,763-8.6% |
| Participant deferral / active EE | $12,974 | $7,183+80.6% | $6,843+89.6% | $5,983+116.8% |
| Admin fee / account holder | $17,120 | $10,811+58.4% | $9,312+83.9% | $11,252+52.2% |