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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 | $1,444,564 | $183,627+686.7% | $155,602+828.4% | $145,978+889.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.19% | 61.32%-46.1pp | 64.81%-49.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $21,857 | $5,316+311.1% | $4,675+367.5% | $4,662+368.9% |
| Participant deferral / active EE | $13,729 | $6,466+112.3% | $5,629+143.9% | $6,690+105.2% |
| Admin fee / account holder | $4,358 | $19,327-77.5% | $15,923-72.6% | $13,400-67.5% |