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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 | $1,067,977 | $183,592+481.7% | $155,567+586.5% | $145,959+631.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.23% | 61.24%-36.0pp | 64.74%-39.5pp | 561.95%-536.7pp |
| Employer contribution / active EE | $8,400 | $5,315+58.1% | $4,674+79.7% | $4,661+80.2% |
| Participant deferral / active EE | $30,500 | $6,464+371.8% | $5,628+442.0% | $6,689+356.0% |
| Admin fee / account holder | $6,353 | $19,318-67.1% | $15,916-60.1% | $13,398-52.6% |