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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 | $1,021,948 | $183,592+456.6% | $155,567+556.9% | $145,959+600.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.52% | 61.24%-36.7pp | 64.74%-40.2pp | 561.95%-537.4pp |
| Employer contribution / active EE | $10,229 | $5,315+92.5% | $4,674+118.8% | $4,661+119.5% |
| Participant deferral / active EE | $20,000 | $6,464+209.4% | $5,628+255.4% | $6,689+199.0% |
| Admin fee / account holder | $7,559 | $19,318-60.9% | $15,916-52.5% | $13,398-43.6% |