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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 | $1,147,509 | $183,627+524.9% | $155,602+637.5% | $145,978+686.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 111.54% | 61.32%+50.2pp | 64.81%+46.7pp | 550.52%-439.0pp |
| Employer contribution / active EE | $5,152 | $5,316-3.1% | $4,675+10.2% | $4,662+10.5% |
| Participant deferral / active EE | $11,250 | $6,466+74.0% | $5,629+99.9% | $6,690+68.2% |
| Admin fee / account holder | $29,412 | $19,327+52.2% | $15,923+84.7% | $13,400+119.5% |