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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 | $1,082,514 | $166,268+551.1% | $165,100+555.7% | $145,897+642.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.50% | 100.52%-76.0pp | 70.21%-45.7pp | 552.29%-527.8pp |
| Employer contribution / active EE | $26,158 | $5,284+395.0% | $4,348+501.6% | $4,663+461.0% |
| Participant deferral / active EE | $13,198 | $6,964+89.5% | $6,035+118.7% | $6,689+97.3% |
| Admin fee / account holder | $96,019 | $16,659+476.4% | $12,696+656.3% | $13,390+617.1% |