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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 | $1,409,671 | $183,592+667.8% | $155,567+806.1% | $145,959+865.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.42% | 61.24%-38.8pp | 64.74%-42.3pp | 561.95%-539.5pp |
| Employer contribution / active EE | $48,915 | $5,315+820.4% | $4,674+946.5% | $4,661+949.5% |
| Participant deferral / active EE | $29,310 | $6,464+353.4% | $5,628+420.8% | $6,689+338.2% |
| Admin fee / account holder | $10,177 | $19,318-47.3% | $15,916-36.1% | $13,398-24.0% |