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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 | $1,272,187 | $183,539+593.1% | $155,556+717.8% | $145,897+772.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.50% | 61.31%-45.8pp | 64.84%-49.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $21,598 | $5,315+306.3% | $4,675+361.9% | $4,663+363.2% |
| Participant deferral / active EE | $30,500 | $6,467+371.6% | $5,631+441.7% | $6,689+356.0% |
| Admin fee / account holder | $60,081 | $19,275+211.7% | $15,885+278.2% | $13,390+348.7% |