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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 | $1,086,392 | $162,821+567.2% | $133,978+710.9% | $158,982+583.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.91% | 41.95%-30.0pp | 45.10%-33.2pp | 302.99%-291.1pp |
| Employer contribution / active EE | $22,256 | $4,976+347.3% | $3,919+467.9% | $4,763+367.3% |
| Participant deferral / active EE | $20,942 | $5,910+254.3% | $5,047+314.9% | $5,983+250.0% |
| Admin fee / account holder | $11,390 | $11,742-3.0% | $8,930+27.6% | $11,252+1.2% |