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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 | $1,095,451 | $138,076+693.4% | $123,553+786.6% | $135,380+709.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 13.20% | 153.70%-140.5pp | 119.21%-106.0pp | 519.81%-506.6pp |
| Employer contribution / active EE | $4,410 | $5,152-14.4% | $4,628-4.7% | $4,779-7.7% |
| Participant deferral / active EE | $11,642 | $6,800+71.2% | $6,426+81.2% | $5,609+107.6% |
| Admin fee / account holder | $32,217 | $10,917+195.1% | $9,284+247.0% | $10,828+197.5% |