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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 | $1,138,502 | $183,516+520.4% | $155,534+632.0% | $145,884+680.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.80% | 61.43%-29.6pp | 64.92%-33.1pp | 551.85%-520.1pp |
| Employer contribution / active EE | $25,518 | $5,315+380.1% | $4,675+445.9% | $4,662+447.3% |
| Participant deferral / active EE | $41,908 | $6,467+548.1% | $5,630+644.3% | $6,690+526.5% |
| Admin fee / account holder | $29,528 | $19,293+53.0% | $15,900+85.7% | $13,392+120.5% |