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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 | $1,384,760 | $175,231+690.2% | $149,696+825.0% | $139,466+892.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.75% | 166.77%-151.0pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $48,938 | $5,478+793.3% | $4,821+915.1% | $4,754+929.4% |
| Participant deferral / active EE | $31,875 | $6,521+388.8% | $5,682+461.0% | $6,712+374.9% |
| Admin fee / account holder | $17,166 | $16,155+6.3% | $13,212+29.9% | $11,409+50.5% |