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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 | $1,162,551 | $135,956+755.1% | $123,894+838.3% | $273,972+324.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.42% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $19,392 | $5,170+275.1% | $4,617+320.0% | $4,869+298.3% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $8,003 | $9,817-18.5% | $8,357-4.2% | $10,133-21.0% |