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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 | $1,035,126 | $165,381+525.9% | $149,730+591.3% | $158,966+551.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.82% | 348.29%-319.5pp | 276.70%-247.9pp | 302.95%-274.1pp |
| Employer contribution / active EE | $13,406 | $5,104+162.7% | $4,645+188.6% | $4,762+181.5% |
| Participant deferral / active EE | $17,934 | $7,182+149.7% | $6,843+162.1% | $5,983+199.7% |
| Admin fee / account holder | $4,357 | $10,809-59.7% | $9,310-53.2% | $11,250-61.3% |