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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 | $1,581,187 | $201,370+685.2% | $184,256+758.1% | $145,897+983.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.43% | 29.05%-18.6pp | 28.85%-18.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $41,629 | $7,024+492.7% | $6,427+547.7% | $4,663+792.8% |
| Participant deferral / active EE | $25,506 | $9,808+160.0% | $9,133+179.3% | $6,689+281.3% |
| Admin fee / account holder | $10,246 | $16,364-37.4% | $13,899-26.3% | $13,390-23.5% |