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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 | $1,301,737 | $185,312+602.5% | $161,489+706.1% | $154,746+741.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.84% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $38,750 | $4,769+712.5% | $4,268+807.9% | $4,379+784.9% |
| Participant deferral / active EE | $23,854 | $6,350+275.7% | $5,630+323.7% | $6,730+254.4% |
| Admin fee / account holder | $7,588 | $18,654-59.3% | $16,006-52.6% | $14,365-47.2% |