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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 | $1,771,301 | $183,516+865.2% | $155,534+1038.8% | $145,884+1114.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.99% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $63,346 | $5,315+1091.9% | $4,675+1255.1% | $4,662+1258.7% |
| Participant deferral / active EE | $3,845 | $6,467-40.5% | $5,630-31.7% | $6,690-42.5% |
| Admin fee / account holder | $97,266 | $19,293+404.1% | $15,900+511.7% | $13,392+626.3% |