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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 | $1,296,024 | $152,394+750.4% | $124,067+944.6% | $155,188+735.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 18.74% | 34.93%-16.2pp | 31.06%-12.3pp | 148.84%-130.1pp |
| Employer contribution / active EE | $11,602 | $2,398+383.9% | $2,166+435.7% | $4,248+173.1% |
| Participant deferral / active EE | $6,550 | $3,823+71.3% | $3,463+89.1% | $6,531+0.3% |
| Admin fee / account holder | $52,718 | $6,949+658.6% | $7,351+617.1% | $14,480+264.1% |