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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 | $183,592+737.2% | $155,567+888.0% | $145,959+953.0% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 30.32% | 61.24%-30.9pp | 64.74%-34.4pp | 561.95%-531.6pp |
| Employer contribution / active EE | $40,002 | $5,315+652.7% | $4,674+755.8% | $4,661+758.3% |
| Participant deferral / active EE | $23,325 | $6,464+260.8% | $5,628+314.5% | $6,689+248.7% |
| Admin fee / account holder | $238,134 | $19,318+1132.7% | $15,916+1396.1% | $13,398+1677.4% |