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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 | $1,255,331 | $174,379+619.9% | $152,093+725.4% | $138,895+803.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.49% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $39,490 | $4,652+748.9% | $4,175+845.9% | $4,194+841.5% |
| Participant deferral / active EE | $28,837 | $6,159+368.2% | $5,451+429.0% | $6,396+350.8% |
| Admin fee / account holder | $109,986 | $16,880+551.6% | $14,497+658.7% | $12,562+775.5% |