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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 | $1,537,520 | $183,627+737.3% | $155,602+888.1% | $145,978+953.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.11% | 61.32%-46.2pp | 64.81%-49.7pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,555 | $5,316-51.9% | $4,675-45.3% | $4,662-45.2% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,690+52.0% |
| Admin fee / account holder | $17,300 | $19,327-10.5% | $15,923+8.6% | $13,400+29.1% |