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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 | $181,062+470.8% | $158,223+553.2% | $155,188+566.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.11% | 57.39%-43.3pp | 52.09%-38.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $14,015 | $4,565+207.0% | $4,109+241.1% | $4,248+229.9% |
| Participant deferral / active EE | $13,411 | $6,134+118.6% | $5,467+145.3% | $6,531+105.3% |
| Admin fee / account holder | $155,635 | $18,825+726.8% | $16,047+869.9% | $14,480+974.8% |