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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 | $1,138,284 | $183,539+520.2% | $155,556+631.8% | $145,897+680.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.94% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $45,055 | $5,315+747.7% | $4,675+863.6% | $4,663+866.3% |
| Participant deferral / active EE | $19,643 | $6,467+203.7% | $5,631+248.8% | $6,689+193.6% |
| Admin fee / account holder | $363 | $19,275-98.1% | $15,885-97.7% | $13,390-97.3% |