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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 | $1,403,487 | $183,592+664.5% | $155,574+802.1% | $145,877+862.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 59.66% | 61.37%-1.7pp | 64.87%-5.2pp | 551.28%-491.6pp |
| Employer contribution / active EE | $33,084 | $5,317+522.3% | $4,676+607.6% | $4,663+609.5% |
| Participant deferral / active EE | $16,588 | $6,466+156.5% | $5,629+194.7% | $6,691+147.9% |
| Admin fee / account holder | $170,222 | $19,316+781.3% | $15,914+969.6% | $13,402+1170.1% |