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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 | $843,476 | $72,071+1070.3% | $68,368+1133.7% | $137,256+514.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.37% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $16,616 | $2,788+496.0% | $2,649+527.3% | $4,156+299.8% |
| Participant deferral / active EE | $15,136 | $4,410+243.2% | $4,123+267.1% | $6,407+136.3% |
| Admin fee / account holder | $5,328 | $5,336-0.1% | $5,150+3.5% | $12,270-56.6% |