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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 | $1,544,026 | $185,312+733.2% | $161,489+856.1% | $154,746+897.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.62% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $37,455 | $4,769+685.4% | $4,268+777.5% | $4,379+755.3% |
| Participant deferral / active EE | $24,909 | $6,350+292.3% | $5,630+342.4% | $6,730+270.1% |
| Admin fee / account holder | $97,804 | $18,654+424.3% | $16,006+511.1% | $14,365+580.8% |