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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 | $1,180,554 | $201,370+486.3% | $184,256+540.7% | $145,897+709.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.29% | 29.05%-17.8pp | 28.85%-17.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $20,155 | $7,024+187.0% | $6,427+213.6% | $4,663+332.3% |
| Participant deferral / active EE | $20,333 | $9,808+107.3% | $9,133+122.6% | $6,689+204.0% |
| Admin fee / account holder | $2,625 | $16,364-84.0% | $13,899-81.1% | $13,390-80.4% |