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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 | $1,100,944 | $124,425+784.8% | $112,040+882.6% | $137,256+702.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.61% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $63,929 | $3,411+1774.0% | $2,954+2064.2% | $4,156+1438.2% |
| Participant deferral / active EE | $11,034 | $5,718+93.0% | $5,098+116.5% | $6,407+72.2% |
| Admin fee / account holder | $17,989 | $15,207+18.3% | $12,098+48.7% | $12,270+46.6% |