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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 | $1,231,274 | $228,395+439.1% | $185,861+562.5% | $158,982+674.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.62% | 40.82%-31.2pp | 35.96%-26.3pp | 302.99%-293.4pp |
| Employer contribution / active EE | $30,342 | $4,968+510.8% | $4,088+642.2% | $4,763+537.1% |
| Participant deferral / active EE | $20,035 | $6,417+212.2% | $5,634+255.6% | $5,983+234.8% |
| Admin fee / account holder | $5,433 | $11,869-54.2% | $9,503-42.8% | $11,252-51.7% |