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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 | $1,837,395 | $183,539+901.1% | $155,556+1081.2% | $145,897+1159.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 28.02% | 61.31%-33.3pp | 64.84%-36.8pp | 552.29%-524.3pp |
| Employer contribution / active EE | $11,654 | $5,315+119.3% | $4,675+149.3% | $4,663+150.0% |
| Participant deferral / active EE | $13,871 | $6,467+114.5% | $5,631+146.3% | $6,689+107.4% |
| Admin fee / account holder | $306 | $19,275-98.4% | $15,885-98.1% | $13,390-97.7% |