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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 | $1,426,475 | $209,336+581.4% | $197,124+623.6% | $137,256+939.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.93% | 48.09%-29.2pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $29,500 | $6,591+347.6% | $6,227+373.7% | $4,156+609.8% |
| Participant deferral / active EE | $20,000 | $9,614+108.0% | $9,135+118.9% | $6,407+212.2% |
| Admin fee / account holder | $765 | $17,308-95.6% | $16,298-95.3% | $12,270-93.8% |