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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 | $1,115,280 | $196,972+466.2% | $182,262+511.9% | $198,609+461.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.53% | 158.27%-146.7pp | 140.60%-129.1pp | 202.70%-191.2pp |
| Employer contribution / active EE | $28,058 | $5,364+423.1% | $5,046+456.1% | $5,055+455.0% |
| Participant deferral / active EE | $26,825 | $8,643+210.4% | $8,276+224.1% | $6,977+284.5% |
| Admin fee / account holder | $62,154 | $18,429+237.3% | $16,712+271.9% | $19,030+226.6% |