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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 | $1,304,584 | $174,379+648.1% | $152,093+757.8% | $138,895+839.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.42% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $9,963 | $4,652+114.2% | $4,175+138.7% | $4,194+137.5% |
| Participant deferral / active EE | $24,517 | $6,159+298.1% | $5,451+349.7% | $6,396+283.3% |
| Admin fee / account holder | $15,642 | $16,880-7.3% | $14,497+7.9% | $12,562+24.5% |