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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 | $1,214,363 | $201,370+503.1% | $184,256+559.1% | $145,897+732.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.11% | 29.05%-15.9pp | 28.85%-15.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $21,308 | $7,024+203.4% | $6,427+231.5% | $4,663+357.0% |
| Participant deferral / active EE | $13,814 | $9,808+40.8% | $9,133+51.3% | $6,689+106.5% |
| Admin fee / account holder | $120,141 | $16,364+634.2% | $13,899+764.4% | $13,390+797.2% |