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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 | $1,249,683 | $201,370+520.6% | $184,256+578.2% | $145,897+756.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.64% | 29.05%-10.4pp | 28.85%-10.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $5,583 | $7,024-20.5% | $6,427-13.1% | $4,663+19.7% |
| Participant deferral / active EE | $12,167 | $9,808+24.0% | $9,133+33.2% | $6,689+81.9% |
| Admin fee / account holder | $106,063 | $16,364+548.1% | $13,899+663.1% | $13,390+692.1% |