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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 | $154,228+776.0% | $145,433+829.0% | $137,256+884.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.79% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $9,757 | $4,804+103.1% | $4,554+114.2% | $4,156+134.8% |
| Participant deferral / active EE | $15,618 | $8,216+90.1% | $7,897+97.8% | $6,407+143.8% |
| Admin fee / account holder | $30,223 | $14,344+110.7% | $13,129+130.2% | $12,270+146.3% |