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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 | $1,395,093 | $183,592+659.9% | $155,567+796.8% | $145,959+855.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.79% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.2pp |
| Employer contribution / active EE | $28,390 | $5,315+434.2% | $4,674+507.4% | $4,661+509.1% |
| Participant deferral / active EE | $23,156 | $6,464+258.2% | $5,628+311.5% | $6,689+246.2% |
| Admin fee / account holder | $251,259 | $19,318+1200.6% | $15,916+1478.6% | $13,398+1775.4% |