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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 | $201,344+752.4% | $184,243+831.5% | $145,877+1076.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.89% | 29.01%-9.1pp | 28.82%-8.9pp | 551.28%-531.4pp |
| Employer contribution / active EE | $46,995 | $7,022+569.2% | $6,427+631.2% | $4,663+907.8% |
| Participant deferral / active EE | $32,100 | $9,807+227.3% | $9,132+251.5% | $6,691+379.8% |
| Admin fee / account holder | $1,392 | $16,382-91.5% | $13,914-90.0% | $13,402-89.6% |