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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 | $1,191,289 | $176,120+576.4% | $159,487+646.9% | $167,553+611.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.69% | 331.95%-319.3pp | 263.71%-251.0pp | 478.89%-466.2pp |
| Employer contribution / active EE | $6,740 | $5,299+27.2% | $4,831+39.5% | $4,840+39.3% |
| Participant deferral / active EE | $11,500 | $7,752+48.4% | $7,354+56.4% | $6,343+81.3% |
| Admin fee / account holder | $12,772 | $12,561+1.7% | $10,804+18.2% | $12,316+3.7% |