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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 | $1,332,711 | $211,288+530.8% | $178,540+646.5% | $145,884+813.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.80% | 30.27%-17.5pp | 27.15%-14.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $7,631 | $4,574+66.8% | $3,953+93.0% | $4,662+63.7% |
| Participant deferral / active EE | $25,728 | $6,967+269.3% | $6,281+309.6% | $6,690+284.6% |
| Admin fee / account holder | $25,057 | $12,105+107.0% | $10,424+140.4% | $13,392+87.1% |