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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 | $1,102,655 | $197,603+458.0% | $177,827+520.1% | $158,950+593.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 29.02% | 58.76%-29.7pp | 48.32%-19.3pp | 302.91%-273.9pp |
| Employer contribution / active EE | $31,425 | $6,698+369.2% | $5,918+431.0% | $4,762+559.9% |
| Participant deferral / active EE | $17,625 | $8,404+109.7% | $7,713+128.5% | $5,983+194.6% |
| Admin fee / account holder | $1,212 | $15,402-92.1% | $12,429-90.3% | $11,248-89.2% |