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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 | $1,454,550 | $152,619+853.1% | $125,195+1061.8% | $152,909+851.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.77% | 54.85%-38.1pp | 43.79%-27.0pp | 345.46%-328.7pp |
| Employer contribution / active EE | $9,285 | $4,947+87.7% | $3,866+140.2% | $4,764+94.9% |
| Participant deferral / active EE | $12,250 | $5,869+108.7% | $4,937+148.1% | $5,851+109.4% |
| Admin fee / account holder | $1,872 | $13,437-86.1% | $9,704-80.7% | $11,601-83.9% |