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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 | $1,979,143 | $183,539+978.3% | $155,556+1172.3% | $145,897+1256.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.96% | 61.31%-52.3pp | 64.84%-55.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,054 | $5,315-42.5% | $4,675-34.7% | $4,663-34.5% |
| Participant deferral / active EE | $8,315 | $6,467+28.6% | $5,631+47.7% | $6,689+24.3% |
| Admin fee / account holder | $66,667 | $19,275+245.9% | $15,885+319.7% | $13,390+397.9% |