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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 | $1,392,814 | $148,623+837.1% | $135,974+924.3% | $139,466+898.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,412 | $5,246-54.0% | $4,859-50.4% | $4,754-49.3% |
| Participant deferral / active EE | $51,750 | $8,103+538.7% | $7,760+566.9% | $6,712+671.0% |
| Admin fee / account holder | $117,761 | $12,406+849.3% | $10,767+993.8% | $11,409+932.2% |