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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 | $1,253,280 | $183,592+582.6% | $155,574+705.6% | $145,877+759.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.43% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $18,557 | $5,317+249.0% | $4,676+296.9% | $4,663+298.0% |
| Participant deferral / active EE | $28,000 | $6,466+333.0% | $5,629+397.4% | $6,691+318.5% |
| Admin fee / account holder | $17,140 | $19,316-11.3% | $15,914+7.7% | $13,402+27.9% |