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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 | $1,001,840 | $225,673+343.9% | $203,872+391.4% | $155,188+545.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 17.11% | 95.91%-78.8pp | 85.11%-68.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $5,319 | $4,099+29.8% | $3,757+41.6% | $4,248+25.2% |
| Participant deferral / active EE | $3,022 | $6,893-56.2% | $6,388-52.7% | $6,531-53.7% |
| Admin fee / account holder | $5,581 | $12,327-54.7% | $11,730-52.4% | $14,480-61.5% |