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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 | $1,186,410 | $181,062+555.3% | $158,223+649.8% | $155,188+664.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.43% | 57.39%-42.0pp | 52.09%-36.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $29,277 | $4,565+541.4% | $4,109+612.5% | $4,248+589.2% |
| Participant deferral / active EE | $17,375 | $6,134+183.2% | $5,467+217.8% | $6,531+166.0% |
| Admin fee / account holder | $4,700 | $18,825-75.0% | $16,047-70.7% | $14,480-67.5% |