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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 | $1,199,015 | $72,071+1563.6% | $68,368+1653.8% | $137,256+773.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.61% | 353.14%-338.5pp | 292.57%-278.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $13,296 | $2,788+376.9% | $2,649+401.9% | $4,156+219.9% |
| Participant deferral / active EE | $1,350 | $4,410-69.4% | $4,123-67.3% | $6,407-78.9% |
| Admin fee / account holder | $7,445 | $5,336+39.5% | $5,150+44.6% | $12,270-39.3% |