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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 | $1,060,653 | $196,972+438.5% | $182,262+481.9% | $198,609+434.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.95% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $50,400 | $5,364+839.7% | $5,046+898.9% | $5,055+897.0% |
| Participant deferral / active EE | $38,650 | $8,643+347.2% | $8,276+367.0% | $6,977+454.0% |
| Admin fee / account holder | $5,644 | $18,429-69.4% | $16,712-66.2% | $19,030-70.3% |