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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 | $1,712,095 | $181,062+845.6% | $158,223+982.1% | $155,188+1003.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.16% | 57.39%-46.2pp | 52.09%-40.9pp | 148.84%-137.7pp |
| Employer contribution / active EE | $3,001 | $4,565-34.3% | $4,109-27.0% | $4,248-29.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,592 | $18,825-1.2% | $16,047+15.9% | $14,480+28.4% |