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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 | $1,285,164 | $185,883+591.4% | $170,043+655.8% | $139,466+821.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 11.50% | 60.54%-49.0pp | 53.40%-41.9pp | 373.66%-362.2pp |
| Employer contribution / active EE | $33,869 | $7,596+345.9% | $6,790+398.8% | $4,754+612.4% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,854 | $15,393-88.0% | $12,824-85.5% | $11,409-83.8% |