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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 | $1,523,241 | $148,623+924.9% | $135,974+1020.2% | $139,466+992.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.37% | 79.30%-54.9pp | 68.30%-43.9pp | 373.66%-349.3pp |
| Employer contribution / active EE | $13,631 | $5,246+159.8% | $4,859+180.5% | $4,754+186.7% |
| Participant deferral / active EE | $20,057 | $8,103+147.5% | $7,760+158.5% | $6,712+198.8% |
| Admin fee / account holder | $28,747 | $12,406+131.7% | $10,767+167.0% | $11,409+152.0% |