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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 | $1,264,054 | $181,896+594.9% | $156,551+707.4% | $273,972+361.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 166.42% | 30.74%+135.7pp | 32.23%+134.2pp | 41.46%+125.0pp |
| Employer contribution / active EE | $48,500 | $6,248+676.2% | $5,501+781.6% | $4,869+896.2% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $2,635 | $15,560-83.1% | $13,028-79.8% | $10,133-74.0% |