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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 | $1,561,919 | $755,339+106.8% | $379,746+311.3% | $158,982+882.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 18.95% | 53.41%-34.5pp | 34.90%-16.0pp | 302.99%-284.0pp |
| Employer contribution / active EE | $4,030 | $4,685-14.0% | $3,540+13.9% | $4,763-15.4% |
| Participant deferral / active EE | $30,375 | $7,938+282.7% | $6,024+404.2% | $5,983+407.6% |
| Admin fee / account holder | $13,750 | $14,482-5.1% | $7,927+73.5% | $11,252+22.2% |