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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 | $1,324,590 | $175,257+655.8% | $149,717+784.7% | $139,456+849.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.33% | 166.70%-149.4pp | 134.41%-117.1pp | 373.45%-356.1pp |
| Employer contribution / active EE | $4,292 | $5,477-21.6% | $4,820-11.0% | $4,753-9.7% |
| Participant deferral / active EE | $10,000 | $6,521+53.4% | $5,682+76.0% | $6,711+49.0% |
| Admin fee / account holder | $15,259 | $16,156-5.6% | $13,213+15.5% | $11,407+33.8% |