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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 | $1,149,323 | $157,276+630.8% | $141,177+714.1% | $152,885+651.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.29% | 64.33%-40.0pp | 71.40%-47.1pp | 345.39%-321.1pp |
| Employer contribution / active EE | $11,860 | $5,262+125.4% | $4,736+150.4% | $4,763+149.0% |
| Participant deferral / active EE | $12,901 | $7,110+81.4% | $6,710+92.3% | $5,851+120.5% |
| Admin fee / account holder | $59,286 | $12,123+389.0% | $10,263+477.7% | $11,598+411.2% |