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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 | $1,174,766 | $156,398+651.1% | $147,318+697.4% | $138,895+745.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 55.48% | 78.75%-23.3pp | 70.43%-15.0pp | 145.39%-89.9pp |
| Employer contribution / active EE | $40,000 | $4,853+724.2% | $4,593+770.9% | $4,194+853.7% |
| Participant deferral / active EE | $23,250 | $8,237+182.2% | $7,906+194.1% | $6,396+263.5% |
| Admin fee / account holder | $8,575 | $14,976-42.7% | $13,708-37.4% | $12,562-31.7% |