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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 | $1,531,849 | $183,627+734.2% | $155,602+884.5% | $145,978+949.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.15% | 61.32%-49.2pp | 64.81%-52.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $30,000 | $5,316+464.3% | $4,675+541.7% | $4,662+543.5% |
| Participant deferral / active EE | $20,500 | $6,466+217.1% | $5,629+264.2% | $6,690+206.4% |
| Admin fee / account holder | $3,194 | $19,327-83.5% | $15,923-79.9% | $13,400-76.2% |