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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 | $1,312,561 | $111,878+1073.2% | $93,727+1300.4% | $145,897+799.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.29% | 204.28%-194.0pp | 133.83%-123.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $18,934 | $3,092+512.3% | $2,421+682.0% | $4,663+306.1% |
| Participant deferral / active EE | $10,167 | $4,920+106.6% | $4,417+130.2% | $6,689+52.0% |
| Admin fee / account holder | $10,981 | $10,256+7.1% | $8,292+32.4% | $13,390-18.0% |