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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 | $1,425,198 | $183,539+676.5% | $155,556+816.2% | $145,897+876.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.58% | 61.31%-42.7pp | 64.84%-46.3pp | 552.29%-533.7pp |
| Employer contribution / active EE | $8,829 | $5,315+66.1% | $4,675+88.8% | $4,663+89.4% |
| Participant deferral / active EE | $23,656 | $6,467+265.8% | $5,631+320.1% | $6,689+253.6% |
| Admin fee / account holder | $154,750 | $19,275+702.9% | $15,885+874.2% | $13,390+1055.7% |