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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 | $1,734,405 | $183,592+844.7% | $155,567+1014.9% | $145,959+1088.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.55% | 61.24%-46.7pp | 64.74%-50.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $27,362 | $5,315+414.8% | $4,674+485.4% | $4,661+487.1% |
| Participant deferral / active EE | $63,902 | $6,464+888.5% | $5,628+1035.5% | $6,689+855.4% |
| Admin fee / account holder | $6,881 | $19,318-64.4% | $15,916-56.8% | $13,398-48.6% |