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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 | $1,312,358 | $183,627+614.7% | $155,602+743.4% | $145,978+799.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.18% | 61.32%-37.1pp | 64.81%-40.6pp | 550.52%-526.3pp |
| Employer contribution / active EE | $20,651 | $5,316+288.5% | $4,675+341.7% | $4,662+343.0% |
| Participant deferral / active EE | $13,450 | $6,466+108.0% | $5,629+139.0% | $6,690+101.1% |
| Admin fee / account holder | $66,476 | $19,327+243.9% | $15,923+317.5% | $13,400+396.1% |