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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 | $1,129,189 | $183,516+515.3% | $155,534+626.0% | $145,884+674.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.69% | 61.43%-41.7pp | 64.92%-45.2pp | 551.85%-532.2pp |
| Employer contribution / active EE | $35,270 | $5,315+563.6% | $4,675+654.5% | $4,662+656.5% |
| Participant deferral / active EE | $21,508 | $6,467+232.6% | $5,630+282.0% | $6,690+221.5% |
| Admin fee / account holder | $32,585 | $19,293+68.9% | $15,900+104.9% | $13,392+143.3% |