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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 | $1,398,032 | $125,778+1011.5% | $114,563+1120.3% | $154,746+803.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 39.65% | 295.14%-255.5pp | 241.09%-201.4pp | 172.34%-132.7pp |
| Employer contribution / active EE | $4,128 | $2,806+47.1% | $2,592+59.3% | $4,379-5.7% |
| Participant deferral / active EE | $13,357 | $4,445+200.5% | $4,142+222.5% | $6,730+98.5% |
| Admin fee / account holder | $89,882 | $8,190+997.4% | $7,623+1079.1% | $14,365+525.7% |