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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 | $1,490,406 | $174,379+754.7% | $152,093+879.9% | $138,895+973.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.16% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,337 | $4,652-49.8% | $4,175-44.0% | $4,194-44.3% |
| Participant deferral / active EE | $10,587 | $6,159+71.9% | $5,451+94.2% | $6,396+65.5% |
| Admin fee / account holder | $68,354 | $16,880+304.9% | $14,497+371.5% | $12,562+444.1% |