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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 | $1,109,003 | $157,304+605.0% | $141,197+685.4% | $152,909+625.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.71% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $28,105 | $5,263+434.1% | $4,736+493.4% | $4,764+490.0% |
| Participant deferral / active EE | $17,458 | $7,111+145.5% | $6,710+160.2% | $5,851+198.4% |
| Admin fee / account holder | $28,220 | $12,126+132.7% | $10,265+174.9% | $11,601+143.3% |