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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 | $1,565,633 | $172,111+809.7% | $150,298+941.7% | $137,256+1040.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.26% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $14,608 | $4,636+215.1% | $4,154+251.7% | $4,156+251.5% |
| Participant deferral / active EE | $33,259 | $6,166+439.4% | $5,453+510.0% | $6,407+419.1% |
| Admin fee / account holder | $11,705 | $16,471-28.9% | $14,116-17.1% | $12,270-4.6% |