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 | $1,904,410 | $217,430+775.9% | $185,854+924.7% | $167,560+1036.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.65% | 148.44%-133.8pp | 122.12%-107.5pp | 478.94%-464.3pp |
| Employer contribution / active EE | $28,386 | $5,875+383.2% | $5,169+449.2% | $4,840+486.5% |
| Participant deferral / active EE | $15,593 | $6,357+145.3% | $5,569+180.0% | $6,343+145.8% |
| Admin fee / account holder | $24,969 | $19,821+26.0% | $16,246+53.7% | $12,317+102.7% |