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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 | $1,270,650 | $183,592+592.1% | $155,574+716.7% | $145,877+771.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 35.07% | 61.37%-26.3pp | 64.87%-29.8pp | 551.28%-516.2pp |
| Employer contribution / active EE | $17,500 | $5,317+229.2% | $4,676+274.3% | $4,663+275.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $56,899 | $19,316+194.6% | $15,914+257.5% | $13,402+324.5% |