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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 | $1,185,029 | $174,379+579.6% | $152,093+679.1% | $138,895+753.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.02% | 74.86%-62.8pp | 66.36%-54.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $47,000 | $4,652+910.4% | $4,175+1025.8% | $4,194+1020.6% |
| Participant deferral / active EE | $23,000 | $6,159+273.4% | $5,451+321.9% | $6,396+259.6% |
| Admin fee / account holder | $6,810 | $16,880-59.7% | $14,497-53.0% | $12,562-45.8% |