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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 | $1,453,971 | $183,516+692.3% | $155,534+834.8% | $145,884+896.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.72% | 61.43%-32.7pp | 64.92%-36.2pp | 551.85%-523.1pp |
| Employer contribution / active EE | $38,628 | $5,315+626.8% | $4,675+726.3% | $4,662+728.5% |
| Participant deferral / active EE | $24,256 | $6,467+275.1% | $5,630+330.8% | $6,690+262.6% |
| Admin fee / account holder | $1,348 | $19,293-93.0% | $15,900-91.5% | $13,392-89.9% |