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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 | $1,614,826 | $196,972+719.8% | $182,262+786.0% | $198,609+713.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.79% | 158.27%-146.5pp | 140.60%-128.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $14,853 | $5,364+176.9% | $5,046+194.4% | $5,055+193.8% |
| Participant deferral / active EE | $13,668 | $8,643+58.1% | $8,276+65.1% | $6,977+95.9% |
| Admin fee / account holder | $44,076 | $18,429+139.2% | $16,712+163.7% | $19,030+131.6% |