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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 | $1,205,131 | $175,231+587.7% | $149,696+705.1% | $139,466+764.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.15% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $14,926 | $5,478+172.5% | $4,821+209.6% | $4,754+214.0% |
| Participant deferral / active EE | $15,339 | $6,521+135.2% | $5,682+170.0% | $6,712+128.5% |
| Admin fee / account holder | $1,523 | $16,155-90.6% | $13,212-88.5% | $11,409-86.7% |