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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 | $1,102,428 | $183,516+500.7% | $155,534+608.8% | $145,884+655.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.67% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $46,106 | $5,315+767.5% | $4,675+886.3% | $4,662+888.9% |
| Participant deferral / active EE | $28,347 | $6,467+338.4% | $5,630+403.5% | $6,690+323.7% |
| Admin fee / account holder | $5,540 | $19,293-71.3% | $15,900-65.2% | $13,392-58.6% |