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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 | $1,492,974 | $201,372+641.4% | $184,260+710.3% | $145,884+923.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.67% | 29.04%-17.4pp | 28.84%-17.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $34,484 | $7,024+391.0% | $6,427+436.5% | $4,662+639.6% |
| Participant deferral / active EE | $18,473 | $9,808+88.3% | $9,133+102.3% | $6,690+176.1% |
| Admin fee / account holder | $28,986 | $16,362+77.2% | $13,898+108.6% | $13,392+116.4% |