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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 | $1,586,604 | $109,372+1350.7% | $89,414+1674.5% | $158,966+898.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.55% | 345.55%-323.0pp | 245.50%-223.0pp | 302.95%-280.4pp |
| Employer contribution / active EE | $8,148 | $3,171+156.9% | $2,586+215.0% | $4,762+71.1% |
| Participant deferral / active EE | $17,931 | $4,598+289.9% | $3,890+361.0% | $5,983+199.7% |
| Admin fee / account holder | $18,412 | $6,156+199.1% | $4,883+277.0% | $11,250+63.7% |