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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 | $1,178,596 | $181,062+550.9% | $158,223+644.9% | $155,188+659.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.12% | 57.39%-47.3pp | 52.09%-42.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $33,396 | $4,565+631.6% | $4,109+712.8% | $4,248+686.2% |
| Participant deferral / active EE | $25,390 | $6,134+313.9% | $5,467+364.4% | $6,531+288.7% |
| Admin fee / account holder | $160,844 | $18,825+754.4% | $16,047+902.3% | $14,480+1010.8% |