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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 | $1,111,696 | $217,432+411.3% | $185,849+498.2% | $167,536+563.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.59% | 148.42%-134.8pp | 122.10%-108.5pp | 478.82%-465.2pp |
| Employer contribution / active EE | $15,173 | $5,875+158.3% | $5,169+193.6% | $4,839+213.5% |
| Participant deferral / active EE | $24,375 | $6,357+283.4% | $5,569+337.7% | $6,342+284.3% |
| Admin fee / account holder | $1,683 | $19,818-91.5% | $16,244-89.6% | $12,315-86.3% |