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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 | $1,203,780 | $114,119+954.8% | $107,187+1023.1% | $138,895+766.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.45% | 273.21%-260.8pp | 204.55%-192.1pp | 145.39%-132.9pp |
| Employer contribution / active EE | $8,333 | $4,059+105.3% | $3,782+120.3% | $4,194+98.7% |
| Participant deferral / active EE | $7,625 | $5,538+37.7% | $5,096+49.6% | $6,396+19.2% |
| Admin fee / account holder | $54,633 | $10,024+445.0% | $9,162+496.3% | $12,562+334.9% |