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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 | $1,434,462 | $157,296+811.9% | $141,191+916.0% | $152,897+838.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.09% | 64.34%-47.2pp | 71.41%-54.3pp | 345.43%-328.3pp |
| Employer contribution / active EE | $5,066 | $5,262-3.7% | $4,736+7.0% | $4,764+6.4% |
| Participant deferral / active EE | $11,705 | $7,111+64.6% | $6,710+74.4% | $5,851+100.1% |
| Admin fee / account holder | $21,167 | $12,125+74.6% | $10,264+106.2% | $11,599+82.5% |