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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 | $1,105,804 | $183,592+502.3% | $155,574+610.8% | $145,877+658.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.30% | 61.37%-20.1pp | 64.87%-23.6pp | 551.28%-510.0pp |
| Employer contribution / active EE | $20,243 | $5,317+280.7% | $4,676+332.9% | $4,663+334.1% |
| Participant deferral / active EE | $17,019 | $6,466+163.2% | $5,629+202.3% | $6,691+154.4% |
| Admin fee / account holder | $5,126 | $19,316-73.5% | $15,914-67.8% | $13,402-61.8% |