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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 | $1,114,417 | $183,539+507.2% | $155,556+616.4% | $145,897+663.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.19% | 61.31%-43.1pp | 64.84%-46.6pp | 552.29%-534.1pp |
| Employer contribution / active EE | $46,250 | $5,315+770.1% | $4,675+889.2% | $4,663+891.9% |
| Participant deferral / active EE | $26,500 | $6,467+309.8% | $5,631+370.6% | $6,689+296.2% |
| Admin fee / account holder | $1,277 | $19,275-93.4% | $15,885-92.0% | $13,390-90.5% |