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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 | $183,539+525.2% | $155,556+637.7% | $145,897+686.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 111.54% | 61.31%+50.2pp | 64.84%+46.7pp | 552.29%-440.7pp |
| Employer contribution / active EE | $5,152 | $5,315-3.1% | $4,675+10.2% | $4,663+10.5% |
| Participant deferral / active EE | $11,250 | $6,467+74.0% | $5,631+99.8% | $6,689+68.2% |
| Admin fee / account holder | $29,412 | $19,275+52.6% | $15,885+85.2% | $13,390+119.6% |