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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 | $1,046,680 | $154,754+576.4% | $124,206+742.7% | $138,895+653.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.50% | 709.28%-695.8pp | 515.27%-501.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $20,770 | $4,446+367.1% | $3,540+486.7% | $4,194+395.2% |
| Participant deferral / active EE | $20,975 | $4,621+353.9% | $3,968+428.7% | $6,396+227.9% |
| Admin fee / account holder | $512,501 | $6,690+7561.0% | $5,929+8544.6% | $12,562+3979.7% |