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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 | $1,749,513 | $217,432+704.6% | $185,849+841.4% | $167,536+944.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.32% | 148.42%-124.1pp | 122.10%-97.8pp | 478.82%-454.5pp |
| Employer contribution / active EE | $42,619 | $5,875+625.5% | $5,169+724.6% | $4,839+780.7% |
| Participant deferral / active EE | $11,156 | $6,357+75.5% | $5,569+100.3% | $6,342+75.9% |
| Admin fee / account holder | $199,957 | $19,818+908.9% | $16,244+1131.0% | $12,315+1523.7% |