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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 | $1,144,162 | $196,972+480.9% | $182,262+527.8% | $198,609+476.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 27.16% | 158.27%-131.1pp | 140.60%-113.4pp | 202.70%-175.5pp |
| Employer contribution / active EE | $46,500 | $5,364+767.0% | $5,046+821.6% | $5,055+819.8% |
| Participant deferral / active EE | $23,500 | $8,643+171.9% | $8,276+183.9% | $6,977+236.8% |
| Admin fee / account holder | $836 | $18,429-95.5% | $16,712-95.0% | $19,030-95.6% |