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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 | $1,222,300 | $209,847+482.5% | $189,520+544.9% | $167,518+629.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.13% | 748.45%-722.3pp | 555.25%-529.1pp | 478.71%-452.6pp |
| Employer contribution / active EE | $25,866 | $6,913+274.2% | $6,161+319.8% | $4,838+434.6% |
| Participant deferral / active EE | $21,073 | $8,934+135.9% | $8,220+156.4% | $6,342+232.3% |
| Admin fee / account holder | $12,003 | $14,295-16.0% | $12,046-0.4% | $12,312-2.5% |