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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 | $1,451,343 | $183,539+690.8% | $155,556+833.0% | $145,897+894.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.17% | 61.31%-49.1pp | 64.84%-52.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $39,038 | $5,315+634.5% | $4,675+735.0% | $4,663+737.3% |
| Participant deferral / active EE | $20,603 | $6,467+218.6% | $5,631+265.9% | $6,689+208.0% |
| Admin fee / account holder | $97,724 | $19,275+407.0% | $15,885+515.2% | $13,390+629.8% |