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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 | $1,067,907 | $162,136+558.6% | $152,301+601.2% | $154,746+590.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.17% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $28,218 | $4,890+477.0% | $4,624+510.2% | $4,379+544.4% |
| Participant deferral / active EE | $19,046 | $8,341+128.3% | $8,004+138.0% | $6,730+183.0% |
| Admin fee / account holder | $351 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |