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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 | $1,094,049 | $172,111+535.7% | $150,298+627.9% | $137,256+697.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.10% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $44,583 | $4,636+861.6% | $4,154+973.2% | $4,156+972.7% |
| Participant deferral / active EE | $22,076 | $6,166+258.0% | $5,453+304.9% | $6,407+244.6% |
| Admin fee / account holder | $10,337 | $16,471-37.2% | $14,116-26.8% | $12,270-15.8% |