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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 | $183,539+610.3% | $155,556+738.1% | $145,897+793.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 61.31%-46.7pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $30,740 | $5,315+478.3% | $4,675+557.5% | $4,663+559.3% |
| Participant deferral / active EE | $30,720 | $6,467+375.0% | $5,631+445.6% | $6,689+359.2% |
| Admin fee / account holder | $17,042 | $19,275-11.6% | $15,885+7.3% | $13,390+27.3% |