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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 | $156,398+649.7% | $147,318+696.0% | $138,895+744.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.64% | 78.75%-66.1pp | 70.43%-57.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $4,020 | $4,853-17.2% | $4,593-12.5% | $4,194-4.2% |
| Participant deferral / active EE | $4,932 | $8,237-40.1% | $7,906-37.6% | $6,396-22.9% |
| Admin fee / account holder | $27,404 | $14,976+83.0% | $13,708+99.9% | $12,562+118.1% |