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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 | $1,147,492 | $154,228+644.0% | $145,433+689.0% | $137,256+736.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.19% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,735 | $4,804-1.4% | $4,554+4.0% | $4,156+13.9% |
| Participant deferral / active EE | $16,906 | $8,216+105.8% | $7,897+114.1% | $6,407+163.9% |
| Admin fee / account holder | $27,091 | $14,344+88.9% | $13,129+106.3% | $12,270+120.8% |