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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 | $1,410,010 | $185,883+658.5% | $170,043+729.2% | $139,466+911.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 46.84% | 60.54%-13.7pp | 53.40%-6.6pp | 373.66%-326.8pp |
| Employer contribution / active EE | $15,880 | $7,596+109.0% | $6,790+133.9% | $4,754+234.0% |
| Participant deferral / active EE | $11,375 | $11,626-2.2% | $10,410+9.3% | $6,712+69.5% |
| Admin fee / account holder | $262,569 | $15,393+1605.7% | $12,824+1947.4% | $11,409+2201.5% |