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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 | $1,203,780 | $134,817+792.9% | $123,973+871.0% | $155,188+675.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.45% | 515.49%-503.0pp | 388.13%-375.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $8,333 | $4,425+88.3% | $4,126+102.0% | $4,248+96.2% |
| Participant deferral / active EE | $7,625 | $5,706+33.6% | $5,247+45.3% | $6,531+16.7% |
| Admin fee / account holder | $54,633 | $13,245+312.5% | $11,799+363.0% | $14,480+277.3% |