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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 | $1,426,656 | $154,228+825.0% | $145,433+881.0% | $137,256+939.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.96% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $26,859 | $4,804+459.1% | $4,554+489.7% | $4,156+546.3% |
| Participant deferral / active EE | $19,079 | $8,216+132.2% | $7,897+141.6% | $6,407+197.8% |
| Admin fee / account holder | $542 | $14,344-96.2% | $13,129-95.9% | $12,270-95.6% |