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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 | $1,922,549 | $183,592+947.2% | $155,567+1135.8% | $145,959+1217.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.86% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $38,443 | $5,315+623.3% | $4,674+722.5% | $4,661+724.8% |
| Participant deferral / active EE | $22,719 | $6,464+251.5% | $5,628+303.7% | $6,689+239.7% |
| Admin fee / account holder | $277,267 | $19,318+1335.3% | $15,916+1642.0% | $13,398+1969.5% |