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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 | $1,033,564 | $172,111+500.5% | $150,298+587.7% | $137,256+653.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.11% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $14,015 | $4,636+202.3% | $4,154+237.4% | $4,156+237.2% |
| Participant deferral / active EE | $13,411 | $6,166+117.5% | $5,453+145.9% | $6,407+109.3% |
| Admin fee / account holder | $155,635 | $16,471+844.9% | $14,116+1002.6% | $12,270+1168.4% |