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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 | $1,156,808 | $166,242+595.9% | $165,071+600.8% | $145,884+693.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.63% | 100.44%-87.8pp | 70.17%-57.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $27,186 | $5,283+414.6% | $4,347+525.3% | $4,662+483.1% |
| Participant deferral / active EE | $30,000 | $6,964+330.8% | $6,035+397.1% | $6,690+348.5% |
| Admin fee / account holder | $1,450 | $16,658-91.3% | $12,695-88.6% | $13,392-89.2% |