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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 | $1,320,432 | $162,136+714.4% | $152,301+767.0% | $154,746+753.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.53% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $23,523 | $4,890+381.0% | $4,624+408.7% | $4,379+437.2% |
| Participant deferral / active EE | $15,500 | $8,341+85.8% | $8,004+93.7% | $6,730+130.3% |
| Admin fee / account holder | $725 | $15,759-95.4% | $14,398-95.0% | $14,365-95.0% |