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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 | $1,137,093 | $183,539+519.5% | $155,556+631.0% | $145,897+679.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.64% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $13,310 | $5,315+150.4% | $4,675+184.7% | $4,663+185.5% |
| Participant deferral / active EE | $4,500 | $6,467-30.4% | $5,631-20.1% | $6,689-32.7% |
| Admin fee / account holder | $2,938 | $19,275-84.8% | $15,885-81.5% | $13,390-78.1% |