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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 | $1,545,111 | $162,529+850.7% | $130,788+1081.4% | $154,746+898.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.07% | 510.48%-495.4pp | 386.44%-371.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $31,512 | $4,447+608.5% | $3,558+785.7% | $4,379+619.6% |
| Participant deferral / active EE | $25,375 | $4,808+427.7% | $4,137+513.3% | $6,730+277.0% |
| Admin fee / account holder | $384,362 | $7,669+4911.9% | $6,673+5660.2% | $14,365+2575.6% |