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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 | $1,374,596 | $211,224+550.8% | $178,505+670.1% | $145,897+842.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 41.48% | 30.28%+11.2pp | 27.16%+14.3pp | 552.29%-510.8pp |
| Employer contribution / active EE | $24,533 | $4,577+436.1% | $3,955+520.3% | $4,663+426.2% |
| Participant deferral / active EE | $28,000 | $6,966+302.0% | $6,280+345.8% | $6,689+318.6% |
| Admin fee / account holder | $23,573 | $12,109+94.7% | $10,428+126.1% | $13,390+76.0% |