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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 | $1,097,688 | $217,427+404.9% | $185,837+490.7% | $167,518+555.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.79% | 148.39%-133.6pp | 122.08%-107.3pp | 478.71%-463.9pp |
| Employer contribution / active EE | $31,128 | $5,874+429.9% | $5,168+502.3% | $4,838+543.3% |
| Participant deferral / active EE | $22,389 | $6,357+252.2% | $5,568+302.1% | $6,342+253.0% |
| Admin fee / account holder | $75,656 | $19,816+281.8% | $16,241+365.8% | $12,312+514.5% |