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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 | $1,911,503 | $175,257+990.7% | $149,717+1176.7% | $139,456+1270.7% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 15.12% | 166.70%-151.6pp | 134.41%-119.3pp | 373.45%-358.3pp |
| Employer contribution / active EE | $40,453 | $5,477+638.6% | $4,820+739.3% | $4,753+751.2% |
| Participant deferral / active EE | $25,179 | $6,521+286.1% | $5,682+343.1% | $6,711+275.2% |
| Admin fee / account holder | $1,890 | $16,156-88.3% | $13,213-85.7% | $11,407-83.4% |