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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 | $927,796 | $72,071+1187.3% | $68,368+1257.1% | $137,256+576.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.12% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $28,340 | $2,788+916.5% | $2,649+969.9% | $4,156+581.9% |
| Participant deferral / active EE | $20,667 | $4,410+368.6% | $4,123+401.3% | $6,407+222.6% |
| Admin fee / account holder | $11,460 | $5,336+114.8% | $5,150+122.5% | $12,270-6.6% |