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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 | $1,242,013 | $226,105+449.3% | $182,540+580.4% | $152,897+712.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.05% | 192.58%-173.5pp | 148.58%-129.5pp | 345.43%-326.4pp |
| Employer contribution / active EE | $5,609 | $4,978+12.7% | $4,076+37.6% | $4,764+17.8% |
| Participant deferral / active EE | $7,000 | $6,370+9.9% | $5,525+26.7% | $5,851+19.6% |
| Admin fee / account holder | $4,776 | $10,706-55.4% | $8,593-44.4% | $11,599-58.8% |