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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 | $1,201,949 | $166,242+623.0% | $165,071+628.1% | $145,884+723.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.48% | 100.44%-90.0pp | 70.17%-59.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $23,000 | $5,283+335.4% | $4,347+429.0% | $4,662+393.3% |
| Participant deferral / active EE | $15,250 | $6,964+119.0% | $6,035+152.7% | $6,690+128.0% |
| Admin fee / account holder | $26,889 | $16,658+61.4% | $12,695+111.8% | $13,392+100.8% |