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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 | $1,507,414 | $174,379+764.4% | $152,093+891.1% | $138,895+985.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.62% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $28,862 | $4,652+520.4% | $4,175+591.4% | $4,194+588.1% |
| Participant deferral / active EE | $15,421 | $6,159+150.4% | $5,451+182.9% | $6,396+141.1% |
| Admin fee / account holder | $1,570 | $16,880-90.7% | $14,497-89.2% | $12,562-87.5% |