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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 | $1,123,970 | $149,040+654.1% | $120,225+834.9% | $137,256+718.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.93% | 605.68%-587.8pp | 439.23%-421.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $6,464 | $4,350+48.6% | $3,475+86.0% | $4,156+55.5% |
| Participant deferral / active EE | $15,500 | $4,655+233.0% | $3,999+287.6% | $6,407+141.9% |
| Admin fee / account holder | $5,101 | $6,348-19.6% | $5,696-10.5% | $12,270-58.4% |