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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 | $1,374,214 | $185,883+639.3% | $170,043+708.2% | $139,466+885.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.89% | 60.54%-38.6pp | 53.40%-31.5pp | 373.66%-351.8pp |
| Employer contribution / active EE | $32,820 | $7,596+332.1% | $6,790+383.4% | $4,754+590.4% |
| Participant deferral / active EE | $17,973 | $11,626+54.6% | $10,410+72.6% | $6,712+167.8% |
| Admin fee / account holder | $6,190 | $15,393-59.8% | $12,824-51.7% | $11,409-45.7% |