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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 | $1,278,188 | $176,105+625.8% | $159,474+701.5% | $167,536+662.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.66% | 331.91%-307.3pp | 263.68%-239.0pp | 478.82%-454.2pp |
| Employer contribution / active EE | $35,250 | $5,299+565.2% | $4,831+629.7% | $4,839+628.4% |
| Participant deferral / active EE | $19,500 | $7,751+151.6% | $7,353+165.2% | $6,342+207.5% |
| Admin fee / account holder | $9,081 | $12,559-27.7% | $10,802-15.9% | $12,315-26.3% |