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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 | $1,055,514 | $183,516+475.2% | $155,534+578.6% | $145,884+623.5% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 11.72% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $24,670 | $5,315+364.2% | $4,675+427.7% | $4,662+429.1% |
| Participant deferral / active EE | $21,926 | $6,467+239.1% | $5,630+289.4% | $6,690+227.8% |
| Admin fee / account holder | $1,219,969 | $19,293+6223.3% | $15,900+7572.9% | $13,392+9009.8% |