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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 | $1,388,270 | $185,883+646.9% | $170,043+716.4% | $139,466+895.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.29% | 60.54%-32.3pp | 53.40%-25.1pp | 373.66%-345.4pp |
| Employer contribution / active EE | $35,514 | $7,596+367.5% | $6,790+423.0% | $4,754+647.0% |
| Participant deferral / active EE | $22,626 | $11,626+94.6% | $10,410+117.3% | $6,712+237.1% |
| Admin fee / account holder | $7,835 | $15,393-49.1% | $12,824-38.9% | $11,409-31.3% |