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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 | $1,840,404 | $183,592+902.4% | $155,574+1083.0% | $145,877+1161.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.60% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $40,604 | $5,317+663.7% | $4,676+768.4% | $4,663+770.8% |
| Participant deferral / active EE | $24,246 | $6,466+275.0% | $5,629+330.7% | $6,691+262.4% |
| Admin fee / account holder | $35,615 | $19,316+84.4% | $15,914+123.8% | $13,402+165.7% |