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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 | $1,644,925 | $172,111+855.7% | $150,298+994.4% | $137,256+1098.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.29% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $20,504 | $4,636+342.3% | $4,154+393.6% | $4,156+393.4% |
| Participant deferral / active EE | $17,576 | $6,166+185.1% | $5,453+222.3% | $6,407+174.3% |
| Admin fee / account holder | $9,161 | $16,471-44.4% | $14,116-35.1% | $12,270-25.3% |