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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 | $1,404,795 | $209,425+570.8% | $178,499+687.0% | $158,966+783.7% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 23.06% | 188.80%-165.7pp | 151.10%-128.0pp | 302.95%-279.9pp |
| Employer contribution / active EE | $27,933 | $5,707+389.4% | $5,011+457.4% | $4,762+486.5% |
| Participant deferral / active EE | $16,250 | $5,955+172.9% | $5,202+212.4% | $5,983+171.6% |
| Admin fee / account holder | $23,333 | $17,078+36.6% | $13,986+66.8% | $11,250+107.4% |