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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 | $1,201,339 | $201,370+496.6% | $184,256+552.0% | $145,897+723.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.58% | 29.05%-11.5pp | 28.85%-11.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $38,815 | $7,024+452.6% | $6,427+503.9% | $4,663+732.5% |
| Participant deferral / active EE | $20,350 | $9,808+107.5% | $9,133+122.8% | $6,689+204.2% |
| Admin fee / account holder | $41,435 | $16,364+153.2% | $13,899+198.1% | $13,390+209.4% |