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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 | $1,291,843 | $100,041+1191.3% | $149,718+762.9% | $70,131+1742.0% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 62.63% | 27.43%+35.2pp | 1501.67%-1439.0pp | 73.14%-10.5pp |
| Employer contribution / active EE | $14,008 | $3,662+282.6% | $5,445+157.3% | $2,342+498.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,270 | $8,286+11.9% | $11,283-17.8% | $4,645+99.6% |