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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 | $1,014,926 | $110,240+820.7% | $96,544+951.3% | $139,487+627.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.35% | 26.41%-2.1pp | 25.88%-1.5pp | 373.84%-349.5pp |
| Employer contribution / active EE | $21,330 | $3,622+488.8% | $2,966+619.1% | $4,755+348.6% |
| Participant deferral / active EE | $37,750 | $5,549+580.3% | $4,851+678.1% | $6,713+462.4% |
| Admin fee / account holder | $16,667 | $11,602+43.6% | $8,254+101.9% | $11,407+46.1% |