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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 | $1,702,723 | $124,346+1269.3% | $111,308+1429.7% | $167,536+916.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.14% | 37.45%-23.3pp | 54.67%-40.5pp | 478.82%-464.7pp |
| Employer contribution / active EE | $19,116 | $3,437+456.1% | $2,732+599.7% | $4,839+295.0% |
| Participant deferral / active EE | $24,180 | $5,182+366.7% | $4,487+438.8% | $6,342+281.3% |
| Admin fee / account holder | $14,654 | $10,621+38.0% | $7,965+84.0% | $12,315+19.0% |