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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 | $1,053,042 | $114,119+822.8% | $107,187+882.4% | $138,895+658.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.29% | 273.21%-260.9pp | 204.55%-192.3pp | 145.39%-133.1pp |
| Employer contribution / active EE | $65,033 | $4,059+1502.3% | $3,782+1619.4% | $4,194+1450.5% |
| Participant deferral / active EE | $19,625 | $5,538+254.4% | $5,096+285.1% | $6,396+206.8% |
| Admin fee / account holder | $11,409 | $10,024+13.8% | $9,162+24.5% | $12,562-9.2% |