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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 | $1,127,653 | $228,395+393.7% | $185,861+506.7% | $158,982+609.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.62% | 40.82%-27.2pp | 35.96%-22.3pp | 302.99%-289.4pp |
| Employer contribution / active EE | $23,230 | $4,968+367.6% | $4,088+468.2% | $4,763+387.7% |
| Participant deferral / active EE | $20,590 | $6,417+220.8% | $5,634+265.5% | $5,983+244.1% |
| Admin fee / account holder | $20,298 | $11,869+71.0% | $9,503+113.6% | $11,252+80.4% |