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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 | $1,012,246 | $183,516+451.6% | $155,534+550.8% | $145,884+593.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.33% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $33,200 | $5,315+524.7% | $4,675+610.2% | $4,662+612.1% |
| Participant deferral / active EE | $30,878 | $6,467+377.5% | $5,630+448.4% | $6,690+361.6% |
| Admin fee / account holder | $258,477 | $19,293+1239.7% | $15,900+1525.7% | $13,392+1830.1% |