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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 | $1,505,020 | $183,539+720.0% | $155,556+867.5% | $145,897+931.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.33% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $32,740 | $5,315+516.0% | $4,675+600.3% | $4,663+602.2% |
| Participant deferral / active EE | $19,075 | $6,467+195.0% | $5,631+238.8% | $6,689+185.2% |
| Admin fee / account holder | $17,513 | $19,275-9.1% | $15,885+10.3% | $13,390+30.8% |