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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 | $1,351,601 | $183,539+636.4% | $155,556+768.9% | $145,897+826.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.03% | 61.31%-41.3pp | 64.84%-44.8pp | 552.29%-532.3pp |
| Employer contribution / active EE | $25,724 | $5,315+384.0% | $4,675+450.2% | $4,663+451.7% |
| Participant deferral / active EE | $26,750 | $6,467+313.6% | $5,631+375.1% | $6,689+299.9% |
| Admin fee / account holder | $353 | $19,275-98.2% | $15,885-97.8% | $13,390-97.4% |