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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 | $1,777,198 | $174,379+919.2% | $152,093+1068.5% | $138,895+1179.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.52% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $43,882 | $4,652+843.3% | $4,175+951.1% | $4,194+946.2% |
| Participant deferral / active EE | $24,903 | $6,159+304.3% | $5,451+356.8% | $6,396+289.3% |
| Admin fee / account holder | $278,345 | $16,880+1549.0% | $14,497+1820.1% | $12,562+2115.7% |