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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 | $1,162,962 | $108,911+967.8% | $100,392+1058.4% | $145,884+697.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.10% | 58.23%-35.1pp | 49.45%-26.3pp | 551.85%-528.7pp |
| Employer contribution / active EE | $5,000 | $4,420+13.1% | $3,941+26.9% | $4,662+7.2% |
| Participant deferral / active EE | $30,500 | $8,459+260.6% | $8,090+277.0% | $6,690+355.9% |
| Admin fee / account holder | $9,847 | $9,698+1.5% | $7,904+24.6% | $13,392-26.5% |