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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 | $183,516+519.6% | $155,534+631.1% | $145,884+679.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.64% | 61.43%-48.8pp | 64.92%-52.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $13,310 | $5,315+150.4% | $4,675+184.7% | $4,662+185.5% |
| Participant deferral / active EE | $4,500 | $6,467-30.4% | $5,630-20.1% | $6,690-32.7% |
| Admin fee / account holder | $2,938 | $19,293-84.8% | $15,900-81.5% | $13,392-78.1% |