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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 | $1,489,177 | $172,111+765.2% | $150,298+890.8% | $137,256+985.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 46.02% | 69.37%-23.4pp | 62.79%-16.8pp | 220.34%-174.3pp |
| Employer contribution / active EE | $36,124 | $4,636+679.2% | $4,154+769.6% | $4,156+769.2% |
| Participant deferral / active EE | $24,024 | $6,166+289.6% | $5,453+340.6% | $6,407+275.0% |
| Admin fee / account holder | $51,465 | $16,471+212.5% | $14,116+264.6% | $12,270+319.4% |