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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 | $1,812,346 | $227,291+697.4% | $214,702+744.1% | $155,188+1067.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 11.91% | 60.08%-48.2pp | 54.55%-42.6pp | 148.84%-136.9pp |
| Employer contribution / active EE | $58,861 | $6,772+769.2% | $6,461+811.1% | $4,248+1285.7% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16,025 | $20,413-21.5% | $19,830-19.2% | $14,480+10.7% |