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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 | $1,094,070 | $183,592+495.9% | $155,567+603.3% | $145,959+649.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.26% | 61.24%-36.0pp | 64.74%-39.5pp | 561.95%-536.7pp |
| Employer contribution / active EE | $8,884 | $5,315+67.1% | $4,674+90.1% | $4,661+90.6% |
| Participant deferral / active EE | $10,375 | $6,464+60.5% | $5,628+84.4% | $6,689+55.1% |
| Admin fee / account holder | $4,420 | $19,318-77.1% | $15,916-72.2% | $13,398-67.0% |