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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 | $183,516+660.2% | $155,534+797.0% | $145,884+856.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.79% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $28,390 | $5,315+434.2% | $4,675+507.3% | $4,662+508.9% |
| Participant deferral / active EE | $23,156 | $6,467+258.1% | $5,630+311.3% | $6,690+246.1% |
| Admin fee / account holder | $251,259 | $19,293+1202.3% | $15,900+1480.3% | $13,392+1776.2% |