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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 | $1,262,706 | $148,629+749.6% | $135,982+828.6% | $139,487+805.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.56% | 79.33%-65.8pp | 68.32%-54.8pp | 373.84%-360.3pp |
| Employer contribution / active EE | $9,433 | $5,247+79.8% | $4,859+94.1% | $4,755+98.4% |
| Participant deferral / active EE | $12,600 | $8,102+55.5% | $7,760+62.4% | $6,713+87.7% |
| Admin fee / account holder | $8,547 | $12,406-31.1% | $10,767-20.6% | $11,407-25.1% |