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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 | $1,627,705 | $157,296+934.8% | $141,191+1052.8% | $152,897+964.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.96% | 64.34%-47.4pp | 71.41%-54.4pp | 345.43%-328.5pp |
| Employer contribution / active EE | $5,244 | $5,262-0.4% | $4,736+10.7% | $4,764+10.1% |
| Participant deferral / active EE | $9,828 | $7,111+38.2% | $6,710+46.5% | $5,851+68.0% |
| Admin fee / account holder | $10,244 | $12,125-15.5% | $10,264-0.2% | $11,599-11.7% |