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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 | $1,069,862 | $183,539+482.9% | $155,556+587.8% | $145,897+633.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 44.66% | 61.31%-16.6pp | 64.84%-20.2pp | 552.29%-507.6pp |
| Employer contribution / active EE | $19,865 | $5,315+273.7% | $4,675+324.9% | $4,663+326.0% |
| Participant deferral / active EE | $21,156 | $6,467+227.1% | $5,631+275.7% | $6,689+216.3% |
| Admin fee / account holder | $4,930 | $19,275-74.4% | $15,885-69.0% | $13,390-63.2% |