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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 | $211,105+551.1% | $178,449+670.3% | $145,978+841.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 41.48% | 30.19%+11.3pp | 27.09%+14.4pp | 550.52%-509.0pp |
| Employer contribution / active EE | $24,533 | $4,569+437.0% | $3,951+521.0% | $4,662+426.3% |
| Participant deferral / active EE | $28,000 | $6,959+302.3% | $6,277+346.1% | $6,690+318.6% |
| Admin fee / account holder | $23,573 | $12,017+96.2% | $10,362+127.5% | $13,400+75.9% |