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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 | $1,234,226 | $196,972+526.6% | $182,262+577.2% | $198,609+521.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.13% | 158.27%-149.1pp | 140.60%-131.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $20,177 | $5,364+276.2% | $5,046+299.9% | $5,055+299.1% |
| Participant deferral / active EE | $31,000 | $8,643+258.7% | $8,276+274.6% | $6,977+344.3% |
| Admin fee / account holder | $55,708 | $18,429+202.3% | $16,712+233.3% | $19,030+192.7% |