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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 | $961,972 | $72,071+1234.7% | $68,368+1307.1% | $137,256+600.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.24% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $33,314 | $2,788+1094.9% | $2,649+1157.6% | $4,156+701.6% |
| Participant deferral / active EE | $9,720 | $4,410+120.4% | $4,123+135.8% | $6,407+51.7% |
| Admin fee / account holder | $172,886 | $5,336+3140.3% | $5,150+3257.1% | $12,270+1309.0% |