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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 | $2,123,064 | $227,399+833.6% | $189,758+1018.8% | $198,609+969.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.01% | 61.03%-45.0pp | 52.62%-36.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $10,806 | $5,526+95.5% | $4,767+126.7% | $5,055+113.8% |
| Participant deferral / active EE | $10,300 | $6,837+50.7% | $5,856+75.9% | $6,977+47.6% |
| Admin fee / account holder | $109,398 | $25,162+334.8% | $20,388+436.6% | $19,030+474.9% |