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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 | $1,203,956 | $183,627+555.7% | $155,602+673.7% | $145,978+724.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.69% | 61.32%-39.6pp | 64.81%-43.1pp | 550.52%-528.8pp |
| Employer contribution / active EE | $41,135 | $5,316+673.8% | $4,675+779.9% | $4,662+782.4% |
| Participant deferral / active EE | $27,196 | $6,466+320.6% | $5,629+383.2% | $6,690+306.5% |
| Admin fee / account holder | $3,216 | $19,327-83.4% | $15,923-79.8% | $13,400-76.0% |