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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 | $185,312+490.4% | $161,489+577.5% | $154,746+607.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.10% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $44,583 | $4,769+834.8% | $4,268+944.5% | $4,379+918.1% |
| Participant deferral / active EE | $22,076 | $6,350+247.7% | $5,630+292.1% | $6,730+228.0% |
| Admin fee / account holder | $10,337 | $18,654-44.6% | $16,006-35.4% | $14,365-28.0% |