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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 | $1,039,609 | $157,304+560.9% | $141,197+636.3% | $152,909+579.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.05% | 64.34%-37.3pp | 71.41%-44.4pp | 345.46%-318.4pp |
| Employer contribution / active EE | $10,957 | $5,263+108.2% | $4,736+131.3% | $4,764+130.0% |
| Participant deferral / active EE | $14,938 | $7,111+110.1% | $6,710+122.6% | $5,851+155.3% |
| Admin fee / account holder | $2,121 | $12,126-82.5% | $10,265-79.3% | $11,601-81.7% |