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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 | $1,512,496 | $183,539+724.1% | $155,556+872.3% | $145,897+936.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.84% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $53,569 | $5,315+907.8% | $4,675+1045.7% | $4,663+1048.9% |
| Participant deferral / active EE | $2,813 | $6,467-56.5% | $5,631-50.1% | $6,689-58.0% |
| Admin fee / account holder | $699,143 | $19,275+3527.3% | $15,885+4301.3% | $13,390+5121.2% |