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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 | $1,202,751 | $183,627+555.0% | $155,602+673.0% | $145,978+723.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.37% | 61.32%-49.9pp | 64.81%-53.4pp | 550.52%-539.1pp |
| Employer contribution / active EE | $38,500 | $5,316+624.2% | $4,675+723.5% | $4,662+725.9% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.9% | $6,690+355.9% |
| Admin fee / account holder | $9,010 | $19,327-53.4% | $15,923-43.4% | $13,400-32.8% |