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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 | $1,999,463 | $201,344+893.1% | $184,243+985.2% | $145,877+1270.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 42.31% | 29.01%+13.3pp | 28.82%+13.5pp | 551.28%-509.0pp |
| Employer contribution / active EE | $21,764 | $7,022+209.9% | $6,427+238.6% | $4,663+366.7% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $83,516 | $16,382+409.8% | $13,914+500.2% | $13,402+523.2% |