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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 | $1,142,162 | $183,539+522.3% | $155,556+634.2% | $145,897+682.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.18% | 61.31%-52.1pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,673 | $5,315-68.5% | $4,675-64.2% | $4,663-64.1% |
| Participant deferral / active EE | $10,791 | $6,467+66.9% | $5,631+91.6% | $6,689+61.3% |
| Admin fee / account holder | $49,996 | $19,275+159.4% | $15,885+214.7% | $13,390+273.4% |