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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 | $1,089,707 | $203,483+435.5% | $152,473+614.7% | $167,536+550.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 15.06% | 13.80%+1.3pp | 757.59%-742.5pp | 478.82%-463.8pp |
| Employer contribution / active EE | $10,590 | $5,219+102.9% | $4,326+144.8% | $4,839+118.8% |
| Participant deferral / active EE | $22,215 | $6,711+231.0% | $5,817+281.9% | $6,342+250.3% |
| Admin fee / account holder | $113,807 | $22,521+405.3% | $15,811+619.8% | $12,315+824.2% |