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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 | $1,182,195 | $183,592+543.9% | $155,574+659.9% | $145,877+710.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.21% | 61.37%-47.2pp | 64.87%-50.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $25,121 | $5,317+372.5% | $4,676+437.3% | $4,663+438.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $51,817 | $19,316+168.3% | $15,914+225.6% | $13,402+286.6% |