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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 | $1,215,080 | $171,492+608.5% | $150,734+706.1% | $198,609+511.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.20% | 804.70%-789.5pp | 600.81%-585.6pp | 202.70%-187.5pp |
| Employer contribution / active EE | $15,118 | $5,470+176.4% | $4,918+207.4% | $5,055+199.0% |
| Participant deferral / active EE | $12,488 | $6,259+99.5% | $5,610+122.6% | $6,977+79.0% |
| Admin fee / account holder | $6,557 | $17,628-62.8% | $14,905-56.0% | $19,030-65.5% |