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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 | $1,235,244 | $156,398+689.8% | $147,318+738.5% | $138,895+789.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.26% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.1pp |
| Employer contribution / active EE | $35,532 | $4,853+632.1% | $4,593+673.6% | $4,194+747.2% |
| Participant deferral / active EE | $4,559 | $8,237-44.7% | $7,906-42.3% | $6,396-28.7% |
| Admin fee / account holder | $4,091 | $14,976-72.7% | $13,708-70.2% | $12,562-67.4% |