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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 | $1,852,224 | $227,399+714.5% | $189,758+876.1% | $198,609+832.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 47.32% | 61.03%-13.7pp | 52.62%-5.3pp | 202.70%-155.4pp |
| Employer contribution / active EE | $38,825 | $5,526+602.6% | $4,767+714.5% | $5,055+668.0% |
| Participant deferral / active EE | $28,609 | $6,837+318.5% | $5,856+388.6% | $6,977+310.1% |
| Admin fee / account holder | $119,443 | $25,162+374.7% | $20,388+485.9% | $19,030+527.6% |