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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 | $1,425,656 | $180,749+688.7% | $160,784+786.7% | $137,256+938.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.05% | 2234.46%-2222.4pp | 1803.92%-1791.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $39,174 | $4,155+842.8% | $3,733+949.5% | $4,156+842.6% |
| Participant deferral / active EE | $24,500 | $6,844+258.0% | $6,293+289.3% | $6,407+282.4% |
| Admin fee / account holder | $12,657 | $10,397+21.7% | $9,717+30.3% | $12,270+3.2% |