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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 | $172,111+636.3% | $150,298+743.1% | $137,256+823.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.75% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $11,988 | $4,636+158.6% | $4,154+188.6% | $4,156+188.4% |
| Participant deferral / active EE | $25,706 | $6,166+316.9% | $5,453+371.4% | $6,407+301.2% |
| Admin fee / account holder | $129,505 | $16,471+686.3% | $14,116+817.4% | $12,270+955.4% |