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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 | $1,792,999 | $209,425+756.2% | $178,499+904.5% | $158,966+1027.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.28% | 188.80%-167.5pp | 151.10%-129.8pp | 302.95%-281.7pp |
| Employer contribution / active EE | $47,400 | $5,707+730.5% | $5,011+845.9% | $4,762+895.3% |
| Participant deferral / active EE | $9,000 | $5,955+51.1% | $5,202+73.0% | $5,983+50.4% |
| Admin fee / account holder | $8,567 | $17,078-49.8% | $13,986-38.7% | $11,250-23.8% |