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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 | $1,254,514 | $148,623+744.1% | $135,974+822.6% | $139,466+799.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.43% | 79.30%-45.9pp | 68.30%-34.9pp | 373.66%-340.2pp |
| Employer contribution / active EE | $12,800 | $5,246+144.0% | $4,859+163.4% | $4,754+169.3% |
| Participant deferral / active EE | $20,000 | $8,103+146.8% | $7,760+157.7% | $6,712+198.0% |
| Admin fee / account holder | $18,667 | $12,406+50.5% | $10,767+73.4% | $11,409+63.6% |