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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 | $1,092,662 | $183,592+495.2% | $155,574+602.3% | $145,877+649.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.03% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $43,470 | $5,317+717.6% | $4,676+829.7% | $4,663+832.2% |
| Participant deferral / active EE | $20,880 | $6,466+222.9% | $5,629+270.9% | $6,691+212.1% |
| Admin fee / account holder | $5,638 | $19,316-70.8% | $15,914-64.6% | $13,402-57.9% |