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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 | $1,671,338 | $165,399+910.5% | $149,745+1016.1% | $158,982+951.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.72% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $13,000 | $5,105+154.7% | $4,646+179.8% | $4,763+172.9% |
| Participant deferral / active EE | $23,450 | $7,183+226.5% | $6,843+242.7% | $5,983+291.9% |
| Admin fee / account holder | $13,464 | $10,811+24.5% | $9,312+44.6% | $11,252+19.7% |