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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 | $1,562,774 | $129,737+1104.6% | $119,126+1211.9% | $154,746+909.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.98% | 379.08%-367.1pp | 282.11%-270.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $27,871 | $4,375+537.1% | $4,034+591.0% | $4,379+536.5% |
| Participant deferral / active EE | $26,390 | $5,842+351.7% | $5,318+396.2% | $6,730+292.1% |
| Admin fee / account holder | $16,433 | $11,961+37.4% | $10,693+53.7% | $14,365+14.4% |