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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 | $1,746,863 | $217,432+703.4% | $185,849+839.9% | $167,536+942.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 32.64% | 148.42%-115.8pp | 122.10%-89.5pp | 478.82%-446.2pp |
| Employer contribution / active EE | $15,401 | $5,875+162.2% | $5,169+198.0% | $4,839+218.3% |
| Participant deferral / active EE | $7,633 | $6,357+20.1% | $5,569+37.1% | $6,342+20.4% |
| Admin fee / account holder | $391,392 | $19,818+1874.9% | $16,244+2309.5% | $12,315+3078.3% |