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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 | $1,485,608 | $178,174+733.8% | $156,181+851.2% | $137,256+982.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.44% | 84.19%-65.8pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $13,250 | $4,972+166.5% | $4,294+208.6% | $4,156+218.8% |
| Participant deferral / active EE | $20,000 | $6,888+190.4% | $6,132+226.1% | $6,407+212.2% |
| Admin fee / account holder | $2,768 | $17,404-84.1% | $14,586-81.0% | $12,270-77.4% |