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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 | $1,140,229 | $160,040+612.5% | $147,096+675.2% | $145,877+681.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.22% | 98.49%-79.3pp | 419.75%-400.5pp | 551.28%-532.1pp |
| Employer contribution / active EE | $43,500 | $5,289+722.4% | $4,936+781.3% | $4,663+832.9% |
| Participant deferral / active EE | $30,500 | $8,429+261.9% | $8,071+277.9% | $6,691+355.9% |
| Admin fee / account holder | $23,913 | $15,050+58.9% | $13,005+83.9% | $13,402+78.4% |