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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 | $1,720,875 | $175,231+882.1% | $149,696+1049.6% | $139,466+1133.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.47% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $17,250 | $5,478+214.9% | $4,821+257.8% | $4,754+262.9% |
| Participant deferral / active EE | $24,167 | $6,521+270.6% | $5,682+325.3% | $6,712+260.1% |
| Admin fee / account holder | $102,055 | $16,155+531.7% | $13,212+672.4% | $11,409+794.5% |