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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 | $1,740,901 | $183,592+848.2% | $155,574+1019.0% | $145,877+1093.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $20,715 | $5,317+289.6% | $4,676+343.0% | $4,663+344.2% |
| Participant deferral / active EE | $21,330 | $6,466+229.9% | $5,629+278.9% | $6,691+218.8% |
| Admin fee / account holder | $10,357 | $19,316-46.4% | $15,914-34.9% | $13,402-22.7% |