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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 | $1,331,394 | $209,336+536.0% | $197,124+575.4% | $137,256+870.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.04% | 48.09%-30.1pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $22,270 | $6,591+237.9% | $6,227+257.6% | $4,156+435.8% |
| Participant deferral / active EE | $13,088 | $9,614+36.1% | $9,135+43.3% | $6,407+104.3% |
| Admin fee / account holder | $32,627 | $17,308+88.5% | $16,298+100.2% | $12,270+165.9% |