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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 | $1,067,613 | $183,539+481.7% | $155,556+586.3% | $145,897+631.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.30% | 61.31%-38.0pp | 64.84%-41.5pp | 552.29%-529.0pp |
| Employer contribution / active EE | $25,053 | $5,315+371.3% | $4,675+435.8% | $4,663+437.3% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $6,937 | $19,275-64.0% | $15,885-56.3% | $13,390-48.2% |