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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 | $1,159,053 | $162,136+614.9% | $152,301+661.0% | $154,746+649.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.30% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $11,203 | $4,890+129.1% | $4,624+142.2% | $4,379+155.8% |
| Participant deferral / active EE | $20,315 | $8,341+143.6% | $8,004+153.8% | $6,730+201.8% |
| Admin fee / account holder | $11,937 | $15,759-24.3% | $14,398-17.1% | $14,365-16.9% |