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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 | $1,205,326 | $181,062+565.7% | $158,223+661.8% | $155,188+676.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.24% | 57.39%-39.1pp | 52.09%-33.8pp | 148.84%-130.6pp |
| Employer contribution / active EE | $21,508 | $4,565+371.2% | $4,109+423.5% | $4,248+406.3% |
| Participant deferral / active EE | $8,852 | $6,134+44.3% | $5,467+61.9% | $6,531+35.5% |
| Admin fee / account holder | $4,580 | $18,825-75.7% | $16,047-71.5% | $14,480-68.4% |