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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 | $1,130,380 | $228,352+395.0% | $185,835+508.3% | $158,966+611.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.43% | 40.81%-22.4pp | 35.96%-17.5pp | 302.95%-284.5pp |
| Employer contribution / active EE | $25,000 | $4,967+403.4% | $4,087+511.6% | $4,762+424.9% |
| Participant deferral / active EE | $52,000 | $6,416+710.5% | $5,633+823.1% | $5,983+769.1% |
| Admin fee / account holder | $29,763 | $11,867+150.8% | $9,502+213.2% | $11,250+164.6% |