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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 | $1,521,915 | $95,383+1495.6% | $185,837+719.0% | $85,856+1672.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.18% | 23.59%-8.4pp | 122.08%-106.9pp | 318.58%-303.4pp |
| Employer contribution / active EE | $35,390 | $3,313+968.2% | $5,168+584.8% | $2,565+1279.6% |
| Participant deferral / active EE | $19,948 | $3,423+482.7% | $5,568+258.2% | $3,952+404.8% |
| Admin fee / account holder | $5,884 | $7,213-18.4% | $16,241-63.8% | $6,261-6.0% |