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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 | $1,251,022 | $110,337+1033.8% | $102,383+1121.9% | $145,877+757.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.52% | 24.83%-15.3pp | 24.94%-15.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $24,863 | $4,216+489.7% | $3,870+542.4% | $4,663+433.2% |
| Participant deferral / active EE | $30,498 | $5,621+442.6% | $5,060+502.8% | $6,691+355.8% |
| Admin fee / account holder | $12,841 | $9,750+31.7% | $8,391+53.0% | $13,402-4.2% |