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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 | $1,314,763 | $183,539+616.3% | $155,556+745.2% | $145,897+801.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.74% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $8,187 | $5,315+54.0% | $4,675+75.1% | $4,663+75.6% |
| Participant deferral / active EE | $16,062 | $6,467+148.4% | $5,631+185.2% | $6,689+140.1% |
| Admin fee / account holder | $26,780 | $19,275+38.9% | $15,885+68.6% | $13,390+100.0% |