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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 | $1,016,098 | $156,398+549.7% | $147,318+589.7% | $138,895+631.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.00% | 78.75%-64.8pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $35,058 | $4,853+622.4% | $4,593+663.3% | $4,194+735.9% |
| Participant deferral / active EE | $16,800 | $8,237+103.9% | $7,906+112.5% | $6,396+162.7% |
| Admin fee / account holder | $4,856 | $14,976-67.6% | $13,708-64.6% | $12,562-61.3% |