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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 | $1,538,666 | $154,228+897.7% | $145,433+958.0% | $137,256+1021.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.11% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $17,200 | $4,804+258.0% | $4,554+277.6% | $4,156+313.9% |
| Participant deferral / active EE | $10,227 | $8,216+24.5% | $7,897+29.5% | $6,407+59.6% |
| Admin fee / account holder | $223,402 | $14,344+1457.5% | $13,129+1601.6% | $12,270+1720.7% |