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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 | $1,203,744 | $181,062+564.8% | $158,223+660.8% | $155,188+675.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.02% | 57.39%-47.4pp | 52.09%-42.1pp | 148.84%-138.8pp |
| Employer contribution / active EE | $2,141 | $4,565-53.1% | $4,109-47.9% | $4,248-49.6% |
| Participant deferral / active EE | $15,988 | $6,134+160.6% | $5,467+192.4% | $6,531+144.8% |
| Admin fee / account holder | $55,138 | $18,825+192.9% | $16,047+243.6% | $14,480+280.8% |