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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 | $201,372+503.0% | $184,260+559.1% | $145,884+732.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.11% | 29.04%-15.9pp | 28.84%-15.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $21,308 | $7,024+203.4% | $6,427+231.5% | $4,662+357.0% |
| Participant deferral / active EE | $13,814 | $9,808+40.9% | $9,133+51.3% | $6,690+106.5% |
| Admin fee / account holder | $120,141 | $16,362+634.3% | $13,898+764.5% | $13,392+797.1% |