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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 | $1,010,282 | $155,555+549.5% | $146,866+587.9% | $155,188+551.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.37% | 115.41%-102.0pp | 102.85%-89.5pp | 148.84%-135.5pp |
| Employer contribution / active EE | $14,467 | $4,647+211.3% | $4,425+227.0% | $4,248+240.6% |
| Participant deferral / active EE | $8,463 | $8,044+5.2% | $7,759+9.1% | $6,531+29.6% |
| Admin fee / account holder | $14,875 | $14,755+0.8% | $13,620+9.2% | $14,480+2.7% |