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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 | $1,121,559 | $201,370+457.0% | $184,256+508.7% | $145,897+668.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.32% | 29.05%-10.7pp | 28.85%-10.5pp | 552.29%-534.0pp |
| Employer contribution / active EE | $46,451 | $7,024+561.3% | $6,427+622.7% | $4,663+896.2% |
| Participant deferral / active EE | $24,371 | $9,808+148.5% | $9,133+166.8% | $6,689+264.3% |
| Admin fee / account holder | $55,763 | $16,364+240.8% | $13,899+301.2% | $13,390+316.4% |