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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 | $1,020,258 | $183,592+455.7% | $155,567+555.8% | $145,959+599.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 54.08% | 61.24%-7.2pp | 64.74%-10.7pp | 561.95%-507.9pp |
| Employer contribution / active EE | $22,500 | $5,315+323.4% | $4,674+381.4% | $4,661+382.8% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $19,850 | $19,318+2.8% | $15,916+24.7% | $13,398+48.2% |