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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 | $1,012,038 | $174,379+480.4% | $152,093+565.4% | $138,895+628.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.84% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $38,700 | $4,652+731.9% | $4,175+827.0% | $4,194+822.7% |
| Participant deferral / active EE | $17,100 | $6,159+177.6% | $5,451+213.7% | $6,396+167.3% |
| Admin fee / account holder | $71,243 | $16,880+322.1% | $14,497+391.4% | $12,562+467.1% |