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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 | $1,716,211 | $201,372+752.3% | $184,260+831.4% | $145,884+1076.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.89% | 29.04%-9.2pp | 28.84%-9.0pp | 551.85%-532.0pp |
| Employer contribution / active EE | $46,995 | $7,024+569.1% | $6,427+631.2% | $4,662+908.0% |
| Participant deferral / active EE | $32,100 | $9,808+227.3% | $9,133+251.5% | $6,690+379.8% |
| Admin fee / account holder | $1,392 | $16,362-91.5% | $13,898-90.0% | $13,392-89.6% |