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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 | $209,336+443.2% | $197,124+476.9% | $137,256+728.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.77% | 48.09%-24.3pp | 44.34%-20.6pp | 220.34%-196.6pp |
| Employer contribution / active EE | $5,053 | $6,591-23.3% | $6,227-18.9% | $4,156+21.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $53,792 | $17,308+210.8% | $16,298+230.1% | $12,270+338.4% |