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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 | $1,172,252 | $227,399+415.5% | $189,758+517.8% | $198,609+490.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.26% | 61.03%-47.8pp | 52.62%-39.4pp | 202.70%-189.4pp |
| Employer contribution / active EE | $33,286 | $5,526+502.3% | $4,767+598.3% | $5,055+558.4% |
| Participant deferral / active EE | $22,067 | $6,837+222.8% | $5,856+276.8% | $6,977+216.3% |
| Admin fee / account holder | $614,128 | $25,162+2340.6% | $20,388+2912.2% | $19,030+3127.1% |