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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 | $1,721,991 | $160,070+975.8% | $147,117+1070.5% | $145,897+1080.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.68% | 98.69%-75.0pp | 420.54%-396.9pp | 552.29%-528.6pp |
| Employer contribution / active EE | $1,506 | $5,285-71.5% | $4,932-69.5% | $4,663-67.7% |
| Participant deferral / active EE | $10,790 | $8,419+28.2% | $8,065+33.8% | $6,689+61.3% |
| Admin fee / account holder | $8,914 | $15,035-40.7% | $12,993-31.4% | $13,390-33.4% |