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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 | $1,714,292 | $183,592+833.7% | $155,567+1002.0% | $145,959+1074.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.00% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $40,270 | $5,315+657.7% | $4,674+761.6% | $4,661+764.0% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $81,466 | $19,318+321.7% | $15,916+411.8% | $13,398+508.1% |