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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 | $1,249,718 | $174,379+616.7% | $152,093+721.7% | $138,895+799.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.69% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $15,000 | $4,652+222.5% | $4,175+259.3% | $4,194+257.6% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $41,960 | $16,880+148.6% | $14,497+189.4% | $12,562+234.0% |