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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 | $1,065,894 | $175,231+508.3% | $149,696+612.0% | $139,466+664.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.43% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $2,980 | $5,478-45.6% | $4,821-38.2% | $4,754-37.3% |
| Participant deferral / active EE | $18,425 | $6,521+182.5% | $5,682+224.3% | $6,712+174.5% |
| Admin fee / account holder | $3,775 | $16,155-76.6% | $13,212-71.4% | $11,409-66.9% |