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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% | $155,574+888.0% | $145,877+953.6% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 30.32% | 61.37%-31.1pp | 64.87%-34.5pp | 551.28%-521.0pp |
| Employer contribution / active EE | $40,002 | $5,317+652.4% | $4,676+755.5% | $4,663+757.9% |
| Participant deferral / active EE | $23,325 | $6,466+260.7% | $5,629+314.4% | $6,691+248.6% |
| Admin fee / account holder | $238,134 | $19,316+1132.8% | $15,914+1396.4% | $13,402+1676.8% |