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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 | $1,197,750 | $166,268+620.4% | $165,100+625.5% | $145,897+721.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 33.61% | 100.52%-66.9pp | 70.21%-36.6pp | 552.29%-518.7pp |
| Employer contribution / active EE | $28,625 | $5,284+441.7% | $4,348+558.3% | $4,663+513.9% |
| Participant deferral / active EE | $20,038 | $6,964+187.7% | $6,035+232.0% | $6,689+199.5% |
| Admin fee / account holder | $3,936 | $16,659-76.4% | $12,696-69.0% | $13,390-70.6% |