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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 | $1,429,419 | $175,231+715.7% | $149,696+854.9% | $139,466+924.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.00% | 166.77%-146.8pp | 134.46%-114.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $65,550 | $5,478+1096.6% | $4,821+1259.7% | $4,754+1278.9% |
| Participant deferral / active EE | $4,527 | $6,521-30.6% | $5,682-20.3% | $6,712-32.5% |
| Admin fee / account holder | $17,336 | $16,155+7.3% | $13,212+31.2% | $11,409+52.0% |