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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 | $1,250,597 | $150,447+731.3% | $136,298+817.5% | $147,586+747.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.50% | 1049.15%-1028.6pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $7,500 | $5,256+42.7% | $4,696+59.7% | $4,876+53.8% |
| Participant deferral / active EE | $7,468 | $6,631+12.6% | $6,247+19.5% | $5,439+37.3% |
| Admin fee / account holder | $797 | $10,906-92.7% | $9,244-91.4% | $10,886-92.7% |