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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 | $1,305,044 | $181,062+620.8% | $158,223+724.8% | $155,188+740.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.04% | 57.39%-43.3pp | 52.09%-38.0pp | 148.84%-134.8pp |
| Employer contribution / active EE | $44,203 | $4,565+868.4% | $4,109+975.8% | $4,248+940.6% |
| Participant deferral / active EE | $28,617 | $6,134+366.5% | $5,467+423.5% | $6,531+338.2% |
| Admin fee / account holder | $550,845 | $18,825+2826.2% | $16,047+3332.7% | $14,480+3704.2% |