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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 | $1,855,624 | $183,539+911.0% | $155,556+1092.9% | $145,897+1171.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.92% | 61.31%-46.4pp | 64.84%-49.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $47,658 | $5,315+796.6% | $4,675+919.3% | $4,663+922.1% |
| Participant deferral / active EE | $29,444 | $6,467+355.3% | $5,631+422.9% | $6,689+340.2% |
| Admin fee / account holder | $6,226 | $19,275-67.7% | $15,885-60.8% | $13,390-53.5% |