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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 | $1,829,088 | $185,883+884.0% | $170,043+975.7% | $139,466+1211.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.44% | 60.54%-45.1pp | 53.40%-38.0pp | 373.66%-358.2pp |
| Employer contribution / active EE | $9,544 | $7,596+25.6% | $6,790+40.6% | $4,754+100.8% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $99,500 | $15,393+546.4% | $12,824+675.9% | $11,409+772.1% |