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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 | $1,164,731 | $172,111+576.7% | $150,298+674.9% | $137,256+748.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.64% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $10,842 | $4,636+133.9% | $4,154+161.0% | $4,156+160.9% |
| Participant deferral / active EE | $11,203 | $6,166+81.7% | $5,453+105.5% | $6,407+74.9% |
| Admin fee / account holder | $805 | $16,471-95.1% | $14,116-94.3% | $12,270-93.4% |