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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 | $1,050,673 | $111,535+842.0% | $105,223+898.5% | $137,256+665.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.81% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $7,219 | $3,939+83.3% | $3,689+95.7% | $4,156+73.7% |
| Participant deferral / active EE | $19,320 | $5,500+251.3% | $5,072+280.9% | $6,407+201.6% |
| Admin fee / account holder | $235,694 | $9,721+2324.5% | $8,859+2560.6% | $12,270+1820.9% |