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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 | $1,536,994 | $183,539+737.4% | $155,556+888.1% | $145,897+953.5% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 30.32% | 61.31%-31.0pp | 64.84%-34.5pp | 552.29%-522.0pp |
| Employer contribution / active EE | $40,002 | $5,315+652.6% | $4,675+755.6% | $4,663+757.9% |
| Participant deferral / active EE | $23,325 | $6,467+260.7% | $5,631+314.2% | $6,689+248.7% |
| Admin fee / account holder | $238,134 | $19,275+1135.5% | $15,885+1399.1% | $13,390+1678.4% |