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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 | $1,197,524 | $172,111+595.8% | $150,298+696.8% | $137,256+772.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.97% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $29,911 | $4,636+545.2% | $4,154+620.0% | $4,156+619.7% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $56,776 | $16,471+244.7% | $14,116+302.2% | $12,270+362.7% |