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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 | $1,232,014 | $172,111+615.8% | $150,298+719.7% | $137,256+797.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.13% | 69.37%-50.2pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $43,238 | $4,636+832.6% | $4,154+940.9% | $4,156+940.4% |
| Participant deferral / active EE | $29,503 | $6,166+378.5% | $5,453+441.1% | $6,407+360.5% |
| Admin fee / account holder | $139,144 | $16,471+744.8% | $14,116+885.7% | $12,270+1034.0% |