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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 | $1,390,354 | $227,633+510.8% | $189,597+633.3% | $167,553+729.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.07% | 78.45%-68.4pp | 64.20%-54.1pp | 478.89%-468.8pp |
| Employer contribution / active EE | $12,788 | $5,317+140.5% | $4,412+189.8% | $4,840+164.2% |
| Participant deferral / active EE | $17,692 | $7,003+152.6% | $6,174+186.6% | $6,343+178.9% |
| Admin fee / account holder | $204,820 | $11,879+1624.2% | $9,807+1988.5% | $12,316+1563.0% |