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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 | $1,325,357 | $213,785+519.9% | $185,441+614.7% | $155,188+754.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.23% | 19.97%-8.7pp | 20.16%-8.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $13,407 | $5,393+148.6% | $4,672+186.9% | $4,248+215.6% |
| Participant deferral / active EE | $10,517 | $6,864+53.2% | $6,152+71.0% | $6,531+61.0% |
| Admin fee / account holder | $88,333 | $21,134+318.0% | $17,890+393.8% | $14,480+510.0% |