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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 | $1,238,771 | $149,040+731.2% | $120,225+930.4% | $137,256+802.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.44% | 605.68%-587.2pp | 439.23%-420.8pp | 220.34%-201.9pp |
| Employer contribution / active EE | $30,000 | $4,350+589.6% | $3,475+763.2% | $4,156+621.8% |
| Participant deferral / active EE | $31,000 | $4,655+566.0% | $3,999+675.2% | $6,407+383.9% |
| Admin fee / account holder | $8,267 | $6,348+30.2% | $5,696+45.1% | $12,270-32.6% |