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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 | $1,303,709 | $183,592+610.1% | $155,574+738.0% | $145,877+793.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $30,740 | $5,317+478.2% | $4,676+557.4% | $4,663+559.2% |
| Participant deferral / active EE | $30,720 | $6,466+375.1% | $5,629+445.7% | $6,691+359.2% |
| Admin fee / account holder | $17,042 | $19,316-11.8% | $15,914+7.1% | $13,402+27.2% |