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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 | $1,596,799 | $174,379+815.7% | $152,093+949.9% | $138,895+1049.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.06% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $25,416 | $4,652+446.4% | $4,175+508.8% | $4,194+506.0% |
| Participant deferral / active EE | $21,350 | $6,159+246.6% | $5,451+291.6% | $6,396+233.8% |
| Admin fee / account holder | $54,566 | $16,880+223.3% | $14,497+276.4% | $12,562+334.4% |