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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 | $1,491,603 | $174,379+755.4% | $152,093+880.7% | $138,895+973.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 48.28% | 74.86%-26.6pp | 66.36%-18.1pp | 145.39%-97.1pp |
| Employer contribution / active EE | $6,199 | $4,652+33.3% | $4,175+48.5% | $4,194+47.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $89,104 | $16,880+427.9% | $14,497+514.7% | $12,562+609.3% |