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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 | $1,018,072 | $112,729+803.1% | $98,716+931.3% | $137,256+641.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.01% | 38.48%-25.5pp | 31.81%-18.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $22,847 | $2,725+738.3% | $2,279+902.7% | $4,156+449.7% |
| Participant deferral / active EE | $1,147 | $4,640-75.3% | $4,048-71.7% | $6,407-82.1% |
| Admin fee / account holder | $331,715 | $10,129+3175.1% | $8,703+3711.6% | $12,270+2603.4% |