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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 | $1,090,305 | $183,539+494.0% | $155,556+600.9% | $145,897+647.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.10% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $42,263 | $5,315+695.1% | $4,675+803.9% | $4,663+806.4% |
| Participant deferral / active EE | $25,000 | $6,467+286.6% | $5,631+344.0% | $6,689+273.7% |
| Admin fee / account holder | $6,309 | $19,275-67.3% | $15,885-60.3% | $13,390-52.9% |