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 | $1,827,947 | $209,424+772.8% | $178,510+924.0% | $158,988+1049.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.24% | 188.82%-171.6pp | 151.13%-133.9pp | 303.00%-285.8pp |
| Employer contribution / active EE | $30,627 | $5,707+436.7% | $5,011+511.2% | $4,763+543.0% |
| Participant deferral / active EE | $18,324 | $5,955+207.7% | $5,202+252.2% | $5,983+206.2% |
| Admin fee / account holder | $39,984 | $17,080+134.1% | $13,988+185.8% | $11,252+255.3% |