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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 | $2,346,766 | $217,432+979.3% | $185,849+1162.7% | $167,536+1300.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.97% | 148.42%-130.4pp | 122.10%-104.1pp | 478.82%-460.8pp |
| Employer contribution / active EE | $49,885 | $5,875+749.2% | $5,169+865.2% | $4,839+930.9% |
| Participant deferral / active EE | $14,625 | $6,357+130.0% | $5,569+162.6% | $6,342+130.6% |
| Admin fee / account holder | $4,731 | $19,818-76.1% | $16,244-70.9% | $12,315-61.6% |