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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 | $223,823+494.8% | $211,142+530.6% | $154,746+760.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.04% | 50.39%-32.4pp | 46.84%-28.8pp | 172.34%-154.3pp |
| Employer contribution / active EE | $22,270 | $6,787+228.1% | $6,442+245.7% | $4,379+408.6% |
| Participant deferral / active EE | $13,088 | $9,750+34.2% | $9,284+41.0% | $6,730+94.5% |
| Admin fee / account holder | $32,627 | $19,707+65.6% | $19,076+71.0% | $14,365+127.1% |