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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 | $1,619,764 | $183,516+782.6% | $155,534+941.4% | $145,884+1010.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.70% | 61.43%-42.7pp | 64.92%-46.2pp | 551.85%-533.2pp |
| Employer contribution / active EE | $40,576 | $5,315+663.5% | $4,675+768.0% | $4,662+770.3% |
| Participant deferral / active EE | $23,932 | $6,467+270.1% | $5,630+325.1% | $6,690+257.7% |
| Admin fee / account holder | $69,352 | $19,293+259.5% | $15,900+336.2% | $13,392+417.9% |