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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 | $183,539+461.5% | $155,556+562.5% | $145,897+606.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.32% | 61.31%-32.0pp | 64.84%-35.5pp | 552.29%-523.0pp |
| Employer contribution / active EE | $29,032 | $5,315+446.2% | $4,675+520.9% | $4,663+522.6% |
| Participant deferral / active EE | $16,201 | $6,467+150.5% | $5,631+187.7% | $6,689+142.2% |
| Admin fee / account holder | $526 | $19,275-97.3% | $15,885-96.7% | $13,390-96.1% |