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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 | $1,325,357 | $178,174+643.9% | $156,181+748.6% | $137,256+865.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.23% | 84.19%-73.0pp | 64.87%-53.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $13,407 | $4,972+169.7% | $4,294+212.2% | $4,156+222.6% |
| Participant deferral / active EE | $10,517 | $6,888+52.7% | $6,132+71.5% | $6,407+64.1% |
| Admin fee / account holder | $88,333 | $17,404+407.5% | $14,586+505.6% | $12,270+619.9% |