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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% | $155,574+796.7% | $145,877+856.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.79% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $28,390 | $5,317+434.0% | $4,676+507.2% | $4,663+508.8% |
| Participant deferral / active EE | $23,156 | $6,466+258.1% | $5,629+311.3% | $6,691+246.1% |
| Admin fee / account holder | $251,259 | $19,316+1200.8% | $15,914+1478.8% | $13,402+1774.8% |