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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 | $953,348 | $72,071+1222.8% | $68,368+1294.4% | $137,256+594.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.75% | 353.14%-330.4pp | 292.57%-269.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $25,334 | $2,788+808.7% | $2,649+856.4% | $4,156+509.6% |
| Participant deferral / active EE | $15,875 | $4,410+260.0% | $4,123+285.1% | $6,407+147.8% |
| Admin fee / account holder | $2,891 | $5,336-45.8% | $5,150-43.9% | $12,270-76.4% |