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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 | $1,185,698 | $172,111+588.9% | $150,298+688.9% | $137,256+763.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.80% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $21,959 | $4,636+373.6% | $4,154+428.6% | $4,156+428.4% |
| Participant deferral / active EE | $10,086 | $6,166+63.6% | $5,453+85.0% | $6,407+57.4% |
| Admin fee / account holder | $59,731 | $16,471+262.6% | $14,116+323.1% | $12,270+386.8% |