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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 | $1,357,251 | $201,344+574.1% | $184,243+636.7% | $145,877+830.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.13% | 29.01%-10.9pp | 28.82%-10.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $33,637 | $7,022+379.0% | $6,427+423.4% | $4,663+621.4% |
| Participant deferral / active EE | $18,214 | $9,807+85.7% | $9,132+99.4% | $6,691+172.2% |
| Admin fee / account holder | $8,658 | $16,382-47.2% | $13,914-37.8% | $13,402-35.4% |