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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 | $1,054,407 | $183,592+474.3% | $155,574+577.8% | $145,877+622.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.21% | 61.37%-40.2pp | 64.87%-43.7pp | 551.28%-530.1pp |
| Employer contribution / active EE | $31,239 | $5,317+487.6% | $4,676+568.1% | $4,663+569.9% |
| Participant deferral / active EE | $21,749 | $6,466+236.4% | $5,629+286.3% | $6,691+225.1% |
| Admin fee / account holder | $35,074 | $19,316+81.6% | $15,914+120.4% | $13,402+161.7% |