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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 | $1,655,935 | $160,070+934.5% | $147,117+1025.6% | $145,897+1035.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.12% | 98.69%-77.6pp | 420.54%-399.4pp | 552.29%-531.2pp |
| Employer contribution / active EE | $27,144 | $5,285+413.7% | $4,932+450.3% | $4,663+482.2% |
| Participant deferral / active EE | $21,000 | $8,419+149.4% | $8,065+160.4% | $6,689+213.9% |
| Admin fee / account holder | $8,498 | $15,035-43.5% | $12,993-34.6% | $13,390-36.5% |