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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 | $1,593,212 | $160,059+895.4% | $140,019+1037.9% | $135,380+1076.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | 7.28% | 911.48%-904.2pp | 651.17%-643.9pp | 519.81%-512.5pp |
| Employer contribution / active EE | $7,914 | $6,420+23.3% | $5,605+41.2% | $4,779+65.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $57,820 | $13,328+333.8% | $10,705+440.1% | $10,828+434.0% |