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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 | $1,146,155 | $172,111+565.9% | $150,298+662.6% | $137,256+735.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.82% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $45,879 | $4,636+889.6% | $4,154+1004.4% | $4,156+1003.9% |
| Participant deferral / active EE | $23,534 | $6,166+281.7% | $5,453+331.6% | $6,407+267.3% |
| Admin fee / account holder | $1,254,199 | $16,471+7514.6% | $14,116+8785.1% | $12,270+10121.5% |