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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 | $1,189,247 | $185,312+541.8% | $161,489+636.4% | $154,746+668.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.79% | 103.84%-92.1pp | 89.72%-77.9pp | 172.34%-160.5pp |
| Employer contribution / active EE | $11,430 | $4,769+139.7% | $4,268+167.8% | $4,379+161.0% |
| Participant deferral / active EE | $21,505 | $6,350+238.7% | $5,630+282.0% | $6,730+219.5% |
| Admin fee / account holder | $50,493 | $18,654+170.7% | $16,006+215.5% | $14,365+251.5% |