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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 | $1,422,407 | $183,592+674.8% | $155,567+814.3% | $145,959+874.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.06% | 61.24%-43.2pp | 64.74%-46.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $35,257 | $5,315+563.4% | $4,674+654.3% | $4,661+656.5% |
| Participant deferral / active EE | $22,011 | $6,464+240.5% | $5,628+291.1% | $6,689+229.1% |
| Admin fee / account holder | $6,901 | $19,318-64.3% | $15,916-56.6% | $13,398-48.5% |