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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 | $183,516+902.9% | $155,534+1083.3% | $145,884+1161.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.60% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $40,604 | $5,315+664.0% | $4,675+768.6% | $4,662+770.9% |
| Participant deferral / active EE | $24,246 | $6,467+274.9% | $5,630+330.6% | $6,690+262.4% |
| Admin fee / account holder | $35,615 | $19,293+84.6% | $15,900+124.0% | $13,392+165.9% |