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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 | $1,000,357 | $174,379+473.7% | $152,093+557.7% | $138,895+620.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.36% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $19,265 | $4,652+314.1% | $4,175+361.5% | $4,194+359.3% |
| Participant deferral / active EE | $22,495 | $6,159+265.2% | $5,451+312.6% | $6,396+251.7% |
| Admin fee / account holder | $27,230 | $16,880+61.3% | $14,497+87.8% | $12,562+116.8% |