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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 | $1,045,886 | $183,592+469.7% | $155,574+572.3% | $145,877+617.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.19% | 61.37%-42.2pp | 64.87%-45.7pp | 551.28%-532.1pp |
| Employer contribution / active EE | $15,137 | $5,317+184.7% | $4,676+223.7% | $4,663+224.6% |
| Participant deferral / active EE | $7,024 | $6,466+8.6% | $5,629+24.8% | $6,691+5.0% |
| Admin fee / account holder | $2,152 | $19,316-88.9% | $15,914-86.5% | $13,402-83.9% |