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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 | $1,260,544 | $162,136+677.5% | $152,301+727.7% | $154,746+714.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 27.14% | 91.02%-63.9pp | 80.50%-53.4pp | 172.34%-145.2pp |
| Employer contribution / active EE | $42,926 | $4,890+777.8% | $4,624+828.2% | $4,379+880.3% |
| Participant deferral / active EE | $31,111 | $8,341+273.0% | $8,004+288.7% | $6,730+362.2% |
| Admin fee / account holder | $366,650 | $15,759+2226.5% | $14,398+2446.6% | $14,365+2452.3% |