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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 | $1,026,551 | $183,539+459.3% | $155,556+559.9% | $145,897+603.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.49% | 61.31%-26.8pp | 64.84%-30.3pp | 552.29%-517.8pp |
| Employer contribution / active EE | $30,000 | $5,315+464.4% | $4,675+541.6% | $4,663+543.4% |
| Participant deferral / active EE | $11,438 | $6,467+76.9% | $5,631+103.1% | $6,689+71.0% |
| Admin fee / account holder | $294,421 | $19,275+1427.5% | $15,885+1753.5% | $13,390+2098.8% |