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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 | $1,021,948 | $183,516+456.9% | $155,534+557.1% | $145,884+600.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.52% | 61.43%-36.9pp | 64.92%-40.4pp | 551.85%-527.3pp |
| Employer contribution / active EE | $10,229 | $5,315+92.5% | $4,675+118.8% | $4,662+119.4% |
| Participant deferral / active EE | $20,000 | $6,467+209.3% | $5,630+255.2% | $6,690+199.0% |
| Admin fee / account holder | $7,559 | $19,293-60.8% | $15,900-52.5% | $13,392-43.6% |