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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 | $183,592+692.3% | $155,574+835.0% | $145,877+897.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $40,364 | $5,317+659.2% | $4,676+763.3% | $4,663+765.6% |
| Participant deferral / active EE | $21,420 | $6,466+231.3% | $5,629+280.5% | $6,691+220.2% |
| Admin fee / account holder | $4,026 | $19,316-79.2% | $15,914-74.7% | $13,402-70.0% |