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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 | $1,354,283 | $181,062+648.0% | $158,223+755.9% | $155,188+772.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.79% | 57.39%-45.6pp | 52.09%-40.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $20,492 | $4,565+348.9% | $4,109+398.7% | $4,248+382.4% |
| Participant deferral / active EE | $10,400 | $6,134+69.5% | $5,467+90.2% | $6,531+59.2% |
| Admin fee / account holder | $46,658 | $18,825+147.9% | $16,047+190.8% | $14,480+222.2% |