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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 | $1,235,244 | $155,555+694.1% | $146,866+741.1% | $155,188+696.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.26% | 115.41%-102.2pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $35,532 | $4,647+664.7% | $4,425+703.0% | $4,248+736.5% |
| Participant deferral / active EE | $4,559 | $8,044-43.3% | $7,759-41.2% | $6,531-30.2% |
| Admin fee / account holder | $4,091 | $14,755-72.3% | $13,620-70.0% | $14,480-71.7% |