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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 | $1,745,059 | $183,592+850.5% | $155,574+1021.7% | $145,877+1096.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.43% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $41,818 | $5,317+686.5% | $4,676+794.4% | $4,663+796.8% |
| Participant deferral / active EE | $27,500 | $6,466+325.3% | $5,629+388.5% | $6,691+311.0% |
| Admin fee / account holder | $716,880 | $19,316+3611.4% | $15,914+4404.6% | $13,402+5249.0% |