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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 | $183,539+582.8% | $155,556+705.7% | $145,897+759.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.43% | 61.31%-48.9pp | 64.84%-52.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $18,557 | $5,315+249.1% | $4,675+296.9% | $4,663+298.0% |
| Participant deferral / active EE | $28,000 | $6,467+333.0% | $5,631+397.3% | $6,689+318.6% |
| Admin fee / account holder | $17,140 | $19,275-11.1% | $15,885+7.9% | $13,390+28.0% |