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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 | $1,330,887 | $183,592+624.9% | $155,574+755.5% | $145,877+812.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.70% | 61.37%-38.7pp | 64.87%-42.2pp | 551.28%-528.6pp |
| Employer contribution / active EE | $52,250 | $5,317+882.8% | $4,676+1017.5% | $4,663+1020.5% |
| Participant deferral / active EE | $16,775 | $6,466+159.4% | $5,629+198.0% | $6,691+150.7% |
| Admin fee / account holder | $33,048 | $19,316+71.1% | $15,914+107.7% | $13,402+146.6% |