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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 | $1,357,478 | $190,879+611.2% | $160,009+748.4% | $134,532+909.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 4.89% | 552.63%-547.7pp | 408.85%-404.0pp | 418.27%-413.4pp |
| Employer contribution / active EE | $7,238 | $4,995+44.9% | $4,225+71.3% | $4,741+52.7% |
| Participant deferral / active EE | $14,850 | $6,924+114.5% | $6,183+140.2% | $6,401+132.0% |
| Admin fee / account holder | $35,912 | $10,495+242.2% | $8,715+312.1% | $11,429+214.2% |