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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 | $227,399+421.4% | $189,758+524.8% | $198,609+497.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.80% | 61.03%-46.2pp | 52.62%-37.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $21,959 | $5,526+297.4% | $4,767+360.7% | $5,055+334.4% |
| Participant deferral / active EE | $10,086 | $6,837+47.5% | $5,856+72.2% | $6,977+44.6% |
| Admin fee / account holder | $59,731 | $25,162+137.4% | $20,388+193.0% | $19,030+213.9% |