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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 | $1,812,097 | $217,432+733.4% | $185,851+875.0% | $167,553+981.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.47% | 148.43%-126.0pp | 122.11%-99.6pp | 478.89%-456.4pp |
| Employer contribution / active EE | $12,809 | $5,874+118.0% | $5,168+147.8% | $4,840+164.7% |
| Participant deferral / active EE | $13,718 | $6,357+115.8% | $5,569+146.4% | $6,343+116.3% |
| Admin fee / account holder | $446 | $19,820-97.8% | $16,245-97.3% | $12,316-96.4% |