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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 | $1,077,173 | $102,595+949.9% | $94,057+1045.2% | $154,746+596.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.12% | 583.42%-565.3pp | 480.62%-462.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $15,973 | $3,147+407.5% | $2,933+444.6% | $4,379+264.8% |
| Participant deferral / active EE | $13,243 | $5,118+158.7% | $4,709+181.2% | $6,730+96.8% |
| Admin fee / account holder | $63,593 | $7,736+722.0% | $7,244+777.8% | $14,365+342.7% |