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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 | $1,413,754 | $148,629+851.2% | $135,982+939.7% | $139,487+913.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.78% | 79.33%-56.5pp | 68.32%-45.5pp | 373.84%-351.1pp |
| Employer contribution / active EE | $14,450 | $5,247+175.4% | $4,859+197.4% | $4,755+203.9% |
| Participant deferral / active EE | $15,625 | $8,102+92.8% | $7,760+101.4% | $6,713+132.8% |
| Admin fee / account holder | $43,750 | $12,406+252.6% | $10,767+306.3% | $11,407+283.5% |