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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 | $1,713,457 | $175,231+877.8% | $149,696+1044.6% | $139,466+1128.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 15.17% | 166.77%-151.6pp | 134.46%-119.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $39,279 | $5,478+617.0% | $4,821+714.8% | $4,754+726.2% |
| Participant deferral / active EE | $3,750 | $6,521-42.5% | $5,682-34.0% | $6,712-44.1% |
| Admin fee / account holder | $50,068 | $16,155+209.9% | $13,212+279.0% | $11,409+338.9% |