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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 | $1,467,426 | $110,303+1230.4% | $95,759+1432.4% | $139,487+952.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.46% | 27.19%-6.7pp | 28.42%-8.0pp | 373.84%-353.4pp |
| Employer contribution / active EE | $20,708 | $3,261+535.1% | $2,836+630.1% | $4,755+335.5% |
| Participant deferral / active EE | $4,333 | $4,674-7.3% | $4,244+2.1% | $6,713-35.4% |
| Admin fee / account holder | $43,827 | $6,615+562.5% | $5,678+671.8% | $11,407+284.2% |