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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 | $1,505,167 | $172,111+774.5% | $150,298+901.5% | $137,256+996.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.46% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $5,673 | $4,636+22.4% | $4,154+36.6% | $4,156+36.5% |
| Participant deferral / active EE | $13,123 | $6,166+112.8% | $5,453+140.7% | $6,407+104.8% |
| Admin fee / account holder | $7,835 | $16,471-52.4% | $14,116-44.5% | $12,270-36.1% |