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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 | $1,172,585 | $162,136+623.2% | $152,301+669.9% | $154,746+657.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.64% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $4,020 | $4,890-17.8% | $4,624-13.1% | $4,379-8.2% |
| Participant deferral / active EE | $4,932 | $8,341-40.9% | $8,004-38.4% | $6,730-26.7% |
| Admin fee / account holder | $27,404 | $15,759+73.9% | $14,398+90.3% | $14,365+90.8% |