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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 | $181,062+599.9% | $158,223+700.9% | $155,188+716.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.75% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.1pp |
| Employer contribution / active EE | $11,988 | $4,565+162.6% | $4,109+191.8% | $4,248+182.2% |
| Participant deferral / active EE | $25,706 | $6,134+319.0% | $5,467+370.2% | $6,531+293.6% |
| Admin fee / account holder | $129,505 | $18,825+587.9% | $16,047+707.0% | $14,480+794.4% |