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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 | $183,592+459.1% | $155,574+559.8% | $145,877+603.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.49% | 61.37%-26.9pp | 64.87%-30.4pp | 551.28%-516.8pp |
| Employer contribution / active EE | $30,000 | $5,317+464.3% | $4,676+541.6% | $4,663+543.4% |
| Participant deferral / active EE | $11,438 | $6,466+76.9% | $5,629+103.2% | $6,691+71.0% |
| Admin fee / account holder | $294,421 | $19,316+1424.2% | $15,914+1750.1% | $13,402+2096.8% |