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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 | $1,267,169 | $185,312+583.8% | $161,489+684.7% | $154,746+718.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.75% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $11,988 | $4,769+151.4% | $4,268+180.9% | $4,379+173.8% |
| Participant deferral / active EE | $25,706 | $6,350+304.8% | $5,630+356.6% | $6,730+281.9% |
| Admin fee / account holder | $129,505 | $18,654+594.2% | $16,006+709.1% | $14,365+801.5% |