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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 | $201,344+520.7% | $184,243+578.3% | $145,877+756.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.64% | 29.01%-10.4pp | 28.82%-10.2pp | 551.28%-532.6pp |
| Employer contribution / active EE | $5,583 | $7,022-20.5% | $6,427-13.1% | $4,663+19.7% |
| Participant deferral / active EE | $12,167 | $9,807+24.1% | $9,132+33.2% | $6,691+81.8% |
| Admin fee / account holder | $106,063 | $16,382+547.4% | $13,914+662.3% | $13,402+691.4% |