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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 | $1,467,427 | $95,406+1438.1% | $185,849+689.6% | $85,847+1609.4% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 16.63% | 23.59%-7.0pp | 122.10%-105.5pp | 318.61%-302.0pp |
| Employer contribution / active EE | $46,064 | $3,314+1290.1% | $5,169+791.2% | $2,565+1695.6% |
| Participant deferral / active EE | $4,473 | $3,424+30.7% | $5,569-19.7% | $3,952+13.2% |
| Admin fee / account holder | $115,253 | $7,214+1497.6% | $16,244+609.5% | $6,261+1740.9% |