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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 | $1,020,097 | $183,539+455.8% | $155,556+555.8% | $145,897+599.2% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 34.49% | 61.31%-26.8pp | 64.84%-30.3pp | 552.29%-517.8pp |
| Employer contribution / active EE | $28,707 | $5,315+440.1% | $4,675+514.0% | $4,663+515.7% |
| Participant deferral / active EE | $18,341 | $6,467+183.6% | $5,631+225.7% | $6,689+174.2% |
| Admin fee / account holder | $3,197 | $19,275-83.4% | $15,885-79.9% | $13,390-76.1% |