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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 | $1,600,254 | $185,905+760.8% | $170,057+841.0% | $139,487+1047.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.72% | 60.56%-46.8pp | 53.42%-39.7pp | 373.84%-360.1pp |
| Employer contribution / active EE | $23,588 | $7,597+210.5% | $6,790+247.4% | $4,755+396.1% |
| Participant deferral / active EE | $18,245 | $11,627+56.9% | $10,411+75.3% | $6,713+171.8% |
| Admin fee / account holder | $35,095 | $15,397+127.9% | $12,826+173.6% | $11,407+207.7% |