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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 | $1,671,814 | $183,539+810.9% | $155,556+974.7% | $145,897+1045.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.27% | 61.31%-38.0pp | 64.84%-41.6pp | 552.29%-529.0pp |
| Employer contribution / active EE | $41,158 | $5,315+674.3% | $4,675+780.3% | $4,663+782.7% |
| Participant deferral / active EE | $22,151 | $6,467+242.5% | $5,631+293.4% | $6,689+231.1% |
| Admin fee / account holder | $42,025 | $19,275+118.0% | $15,885+164.6% | $13,390+213.8% |