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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 | $1,179,216 | $183,592+542.3% | $155,574+658.0% | $145,877+708.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.68% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $46,000 | $5,317+765.2% | $4,676+883.8% | $4,663+886.5% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.8% | $6,691+355.9% |
| Admin fee / account holder | $43,500 | $19,316+125.2% | $15,914+173.3% | $13,402+224.6% |