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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 | $1,508,897 | $183,592+721.9% | $155,574+869.9% | $145,877+934.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $64,400 | $5,317+1111.3% | $4,676+1277.3% | $4,663+1281.1% |
| Participant deferral / active EE | $7,600 | $6,466+17.5% | $5,629+35.0% | $6,691+13.6% |
| Admin fee / account holder | $468 | $19,316-97.6% | $15,914-97.1% | $13,402-96.5% |