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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 | $1,030,578 | $183,592+461.3% | $155,574+562.4% | $145,877+606.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.32% | 61.37%-32.1pp | 64.87%-35.5pp | 551.28%-522.0pp |
| Employer contribution / active EE | $29,032 | $5,317+446.0% | $4,676+520.9% | $4,663+522.6% |
| Participant deferral / active EE | $16,201 | $6,466+150.6% | $5,629+187.8% | $6,691+142.2% |
| Admin fee / account holder | $526 | $19,316-97.3% | $15,914-96.7% | $13,402-96.1% |