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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 | $1,052,795 | $156,398+573.2% | $147,318+614.6% | $138,895+658.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.40% | 78.75%-66.4pp | 70.43%-58.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $27,953 | $8,237+239.3% | $7,906+253.6% | $6,396+337.0% |
| Admin fee / account holder | $637,762 | $14,976+4158.6% | $13,708+4552.6% | $12,562+4976.8% |