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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 | $1,599,668 | $183,592+771.3% | $155,574+928.2% | $145,877+996.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $20,000 | $5,317+276.2% | $4,676+327.7% | $4,663+328.9% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.8% | $6,691+355.9% |
| Admin fee / account holder | $12,655 | $19,316-34.5% | $15,914-20.5% | $13,402-5.6% |