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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 | $1,086,064 | $157,304+590.4% | $141,197+669.2% | $152,909+610.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.94% | 64.34%-44.4pp | 71.41%-51.5pp | 345.46%-325.5pp |
| Employer contribution / active EE | $30,700 | $5,263+483.4% | $4,736+548.2% | $4,764+544.4% |
| Participant deferral / active EE | $3,000 | $7,111-57.8% | $6,710-55.3% | $5,851-48.7% |
| Admin fee / account holder | $76,003 | $12,126+526.8% | $10,265+640.4% | $11,601+555.2% |