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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 | $1,351,088 | $196,972+585.9% | $182,262+641.3% | $198,609+580.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 25.79% | 158.27%-132.5pp | 140.60%-114.8pp | 202.70%-176.9pp |
| Employer contribution / active EE | $9,757 | $5,364+81.9% | $5,046+93.4% | $5,055+93.0% |
| Participant deferral / active EE | $15,618 | $8,643+80.7% | $8,276+88.7% | $6,977+123.9% |
| Admin fee / account holder | $30,223 | $18,429+64.0% | $16,712+80.8% | $19,030+58.8% |