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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 | $211,288+434.0% | $178,540+532.0% | $145,884+673.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.89% | 30.27%-11.4pp | 27.15%-8.3pp | 551.85%-533.0pp |
| Employer contribution / active EE | $46,000 | $4,574+905.7% | $3,953+1063.7% | $4,662+886.6% |
| Participant deferral / active EE | $28,000 | $6,967+301.9% | $6,281+345.8% | $6,690+318.6% |
| Admin fee / account holder | $53,908 | $12,105+345.3% | $10,424+417.1% | $13,392+302.5% |