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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 | $1,768,995 | $175,257+909.4% | $149,717+1081.6% | $139,456+1168.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.55% | 166.70%-149.2pp | 134.41%-116.9pp | 373.45%-355.9pp |
| Employer contribution / active EE | $36,687 | $5,477+569.9% | $4,820+661.2% | $4,753+671.9% |
| Participant deferral / active EE | $18,290 | $6,521+180.5% | $5,682+221.9% | $6,711+172.5% |
| Admin fee / account holder | $93,925 | $16,156+481.4% | $13,213+610.9% | $11,407+723.4% |