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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 | $1,221,504 | $183,592+565.3% | $155,574+685.2% | $145,877+737.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.20% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $32,850 | $5,317+517.9% | $4,676+602.6% | $4,663+604.5% |
| Participant deferral / active EE | $30,625 | $6,466+373.6% | $5,629+444.0% | $6,691+357.7% |
| Admin fee / account holder | $65,237 | $19,316+237.7% | $15,914+309.9% | $13,402+386.8% |