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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 | $1,377,571 | $181,062+660.8% | $158,223+770.7% | $155,188+787.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.96% | 57.39%-39.4pp | 52.09%-34.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $54,589 | $4,565+1095.9% | $4,109+1228.6% | $4,248+1185.1% |
| Participant deferral / active EE | $9,200 | $6,134+50.0% | $5,467+68.3% | $6,531+40.9% |
| Admin fee / account holder | $6,413 | $18,825-65.9% | $16,047-60.0% | $14,480-55.7% |