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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 | $1,684,890 | $154,754+988.8% | $124,206+1256.5% | $138,895+1113.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.21% | 709.28%-691.1pp | 515.27%-497.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $16,463 | $4,446+270.3% | $3,540+365.0% | $4,194+292.5% |
| Participant deferral / active EE | $32,875 | $4,621+611.4% | $3,968+728.6% | $6,396+414.0% |
| Admin fee / account holder | $6,275 | $6,690-6.2% | $5,929+5.8% | $12,562-50.0% |