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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 | $1,636,465 | $202,463+708.3% | $169,397+866.1% | $139,487+1073.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.83% | 532.64%-516.8pp | 406.23%-390.4pp | 373.84%-358.0pp |
| Employer contribution / active EE | $7,000 | $4,694+49.1% | $4,013+74.4% | $4,755+47.2% |
| Participant deferral / active EE | $15,000 | $6,941+116.1% | $6,223+141.0% | $6,713+123.5% |
| Admin fee / account holder | $240,841 | $10,726+2145.3% | $9,017+2570.9% | $11,407+2011.3% |