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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 | $1,181,035 | $175,259+573.9% | $149,723+688.8% | $139,487+746.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.93% | 166.82%-140.9pp | 134.50%-108.6pp | 373.84%-347.9pp |
| Employer contribution / active EE | $25,584 | $5,478+367.0% | $4,821+430.6% | $4,755+438.1% |
| Participant deferral / active EE | $16,213 | $6,522+148.6% | $5,682+185.3% | $6,713+141.5% |
| Admin fee / account holder | $5,659 | $16,158-65.0% | $13,215-57.2% | $11,407-50.4% |