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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 | $1,447,592 | $107,944+1241.1% | $91,994+1473.6% | $152,885+846.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.37% | 89.26%-72.9pp | 69.03%-52.7pp | 345.39%-329.0pp |
| Employer contribution / active EE | $18,923 | $4,210+349.4% | $3,452+448.2% | $4,763+297.3% |
| Participant deferral / active EE | $17,239 | $6,365+170.8% | $5,923+191.0% | $5,851+194.6% |
| Admin fee / account holder | $4,587 | $10,521-56.4% | $7,743-40.8% | $11,598-60.4% |