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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 | $1,239,827 | $150,207+725.4% | $120,380+929.9% | $145,978+749.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.90% | 154.28%-143.4pp | 107.28%-96.4pp | 550.52%-539.6pp |
| Employer contribution / active EE | $29,250 | $4,351+572.3% | $3,465+744.2% | $4,662+527.4% |
| Participant deferral / active EE | $30,500 | $6,175+393.9% | $4,992+510.9% | $6,690+355.9% |
| Admin fee / account holder | $8,090 | $12,203-33.7% | $9,421-14.1% | $13,400-39.6% |