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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 | $1,290,768 | $232,540+455.1% | $185,117+597.3% | $147,585+774.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.30% | 43.03%-31.7pp | 40.50%-29.2pp | 578.57%-567.3pp |
| Employer contribution / active EE | $26,715 | $5,195+414.2% | $4,182+538.9% | $4,876+447.8% |
| Participant deferral / active EE | $3,000 | $5,834-48.6% | $5,045-40.5% | $5,439-44.8% |
| Admin fee / account holder | $215,668 | $10,275+1998.9% | $8,159+2543.2% | $10,885+1881.2% |