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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 | $1,689,870 | $124,346+1259.0% | $111,308+1418.2% | $167,536+908.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.50% | 37.45%-24.0pp | 54.67%-41.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $24,400 | $3,437+609.9% | $2,732+793.2% | $4,839+404.2% |
| Participant deferral / active EE | $10,400 | $5,182+100.7% | $4,487+131.8% | $6,342+64.0% |
| Admin fee / account holder | $206,483 | $10,621+1844.0% | $7,965+2492.3% | $12,315+1576.7% |