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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 | $1,473,570 | $84,708+1639.6% | $75,714+1846.2% | $167,536+779.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.69% | 199.62%-187.9pp | 104.62%-92.9pp | 478.82%-467.1pp |
| Employer contribution / active EE | $5,424 | $3,231+67.9% | $2,744+97.7% | $4,839+12.1% |
| Participant deferral / active EE | $15,080 | $4,577+229.4% | $3,820+294.7% | $6,342+137.8% |
| Admin fee / account holder | $72,356 | $5,358+1250.4% | $3,619+1899.4% | $12,315+487.6% |