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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 | $1,048,877 | $183,539+471.5% | $155,556+574.3% | $145,897+618.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.14% | 61.31%-52.2pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $4,623 | $5,315-13.0% | $4,675-1.1% | $4,663-0.8% |
| Participant deferral / active EE | $50,200 | $6,467+676.3% | $5,631+791.5% | $6,689+650.5% |
| Admin fee / account holder | $41,118 | $19,275+113.3% | $15,885+158.8% | $13,390+207.1% |