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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 | $1,327,447 | $148,629+793.1% | $135,982+876.2% | $139,487+851.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.81% | 79.33%-55.5pp | 68.32%-44.5pp | 373.84%-350.0pp |
| Employer contribution / active EE | $25,443 | $5,247+384.9% | $4,859+423.6% | $4,755+435.1% |
| Participant deferral / active EE | $20,625 | $8,102+154.6% | $7,760+165.8% | $6,713+207.3% |
| Admin fee / account holder | $7,183 | $12,406-42.1% | $10,767-33.3% | $11,407-37.0% |