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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 | $1,532,649 | $212,386+621.6% | $199,883+666.8% | $138,895+1003.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.46% | 47.75%-34.3pp | 43.81%-30.3pp | 145.39%-131.9pp |
| Employer contribution / active EE | $26,649 | $6,625+302.3% | $6,261+325.6% | $4,194+535.4% |
| Participant deferral / active EE | $20,667 | $9,617+114.9% | $9,138+126.2% | $6,396+223.1% |
| Admin fee / account holder | $35,244 | $18,233+93.3% | $17,268+104.1% | $12,562+180.6% |