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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 | $1,128,347 | $211,105+434.5% | $178,449+532.3% | $145,978+673.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.89% | 30.19%-11.3pp | 27.09%-8.2pp | 550.52%-531.6pp |
| Employer contribution / active EE | $46,000 | $4,569+906.9% | $3,951+1064.3% | $4,662+886.7% |
| Participant deferral / active EE | $28,000 | $6,959+302.3% | $6,277+346.1% | $6,690+318.6% |
| Admin fee / account holder | $53,908 | $12,017+348.6% | $10,362+420.3% | $13,400+302.3% |