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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 | $1,238,771 | $162,529+662.2% | $130,788+847.2% | $154,746+700.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.44% | 510.48%-492.0pp | 386.44%-368.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $30,000 | $4,447+574.5% | $3,558+743.2% | $4,379+585.1% |
| Participant deferral / active EE | $31,000 | $4,808+544.7% | $4,137+649.3% | $6,730+360.6% |
| Admin fee / account holder | $8,267 | $7,669+7.8% | $6,673+23.9% | $14,365-42.4% |