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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 | $1,693,533 | $175,231+866.5% | $149,696+1031.3% | $139,466+1114.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.94% | 166.77%-147.8pp | 134.46%-115.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $43,500 | $5,478+694.1% | $4,821+802.3% | $4,754+815.0% |
| Participant deferral / active EE | $25,485 | $6,521+290.8% | $5,682+348.5% | $6,712+279.7% |
| Admin fee / account holder | $1,688 | $16,155-89.5% | $13,212-87.2% | $11,409-85.2% |