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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 | $1,137,152 | $212,386+435.4% | $199,883+468.9% | $138,895+718.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 23.77% | 47.75%-24.0pp | 43.81%-20.0pp | 145.39%-121.6pp |
| Employer contribution / active EE | $5,053 | $6,625-23.7% | $6,261-19.3% | $4,194+20.5% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $53,792 | $18,233+195.0% | $17,268+211.5% | $12,562+328.2% |