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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 | $211,239+550.7% | $178,528+670.0% | $145,877+842.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 41.48% | 30.22%+11.3pp | 27.11%+14.4pp | 551.28%-509.8pp |
| Employer contribution / active EE | $24,533 | $4,570+436.8% | $3,950+521.0% | $4,663+426.1% |
| Participant deferral / active EE | $28,000 | $6,963+302.2% | $6,278+346.0% | $6,691+318.5% |
| Admin fee / account holder | $23,573 | $12,095+94.9% | $10,419+126.3% | $13,402+75.9% |