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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 | $1,580,579 | $217,432+626.9% | $185,849+750.5% | $167,536+843.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.43% | 148.42%-134.0pp | 122.10%-107.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $37,500 | $5,875+538.3% | $5,169+625.5% | $4,839+674.9% |
| Participant deferral / active EE | $24,143 | $6,357+279.8% | $5,569+333.5% | $6,342+280.7% |
| Admin fee / account holder | $45,440 | $19,818+129.3% | $16,244+179.7% | $12,315+269.0% |