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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 | $1,027,118 | $227,399+351.7% | $189,758+441.3% | $198,609+417.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 85.70% | 61.03%+24.7pp | 52.62%+33.1pp | 202.70%-117.0pp |
| Employer contribution / active EE | $11,050 | $5,526+100.0% | $4,767+131.8% | $5,055+118.6% |
| Participant deferral / active EE | $6,073 | $6,837-11.2% | $5,856+3.7% | $6,977-13.0% |
| Admin fee / account holder | $2,256 | $25,162-91.0% | $20,388-88.9% | $19,030-88.1% |