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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 | $1,269,042 | $183,516+591.5% | $155,534+715.9% | $145,884+769.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $12,435 | $5,315+134.0% | $4,675+166.0% | $4,662+166.7% |
| Participant deferral / active EE | $21,610 | $6,467+234.2% | $5,630+283.8% | $6,690+223.0% |
| Admin fee / account holder | $1,423 | $19,293-92.6% | $15,900-91.0% | $13,392-89.4% |