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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 | $1,052,141 | $165,361+536.3% | $149,715+602.8% | $158,950+561.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.97% | 348.24%-334.3pp | 276.66%-262.7pp | 302.91%-288.9pp |
| Employer contribution / active EE | $28,845 | $5,103+465.2% | $4,645+521.0% | $4,762+505.7% |
| Participant deferral / active EE | $12,267 | $7,182+70.8% | $6,842+79.3% | $5,983+105.0% |
| Admin fee / account holder | $7,703 | $10,808-28.7% | $9,310-17.3% | $11,248-31.5% |