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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 | $183,592+723.8% | $155,574+872.2% | $145,877+936.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.84% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $53,569 | $5,317+907.6% | $4,676+1045.7% | $4,663+1048.8% |
| Participant deferral / active EE | $2,813 | $6,466-56.5% | $5,629-50.0% | $6,691-58.0% |
| Admin fee / account holder | $699,143 | $19,316+3519.5% | $15,914+4293.2% | $13,402+5116.6% |