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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 | $1,054,628 | $103,038+923.5% | $90,324+1067.6% | $152,909+589.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.75% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $14,495 | $3,141+361.5% | $2,856+407.6% | $4,764+204.3% |
| Participant deferral / active EE | $10,000 | $4,282+133.5% | $3,885+157.4% | $5,851+70.9% |
| Admin fee / account holder | $5,176 | $6,177-16.2% | $5,356-3.3% | $11,601-55.4% |