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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 | $1,195,479 | $160,040+647.0% | $147,096+712.7% | $145,877+719.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.44% | 98.49%-88.1pp | 419.75%-409.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $16,508 | $5,289+212.1% | $4,936+234.4% | $4,663+254.0% |
| Participant deferral / active EE | $16,193 | $8,429+92.1% | $8,071+100.6% | $6,691+142.0% |
| Admin fee / account holder | $13,054 | $15,050-13.3% | $13,005+0.4% | $13,402-2.6% |