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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 | $1,454,623 | $183,539+692.5% | $155,556+835.1% | $145,897+897.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 61.31%-46.8pp | 64.84%-50.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $40,364 | $5,315+659.4% | $4,675+763.3% | $4,663+765.7% |
| Participant deferral / active EE | $21,420 | $6,467+231.2% | $5,631+280.4% | $6,689+220.2% |
| Admin fee / account holder | $4,026 | $19,275-79.1% | $15,885-74.7% | $13,390-69.9% |