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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 | $1,212,114 | $108,942+1012.6% | $100,415+1107.1% | $145,897+730.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.54% | 58.27%-40.7pp | 49.47%-31.9pp | 552.29%-534.8pp |
| Employer contribution / active EE | $24,490 | $4,422+453.8% | $3,943+521.1% | $4,663+425.2% |
| Participant deferral / active EE | $30,500 | $8,461+260.5% | $8,091+277.0% | $6,689+356.0% |
| Admin fee / account holder | $85,000 | $9,702+776.1% | $7,906+975.1% | $13,390+534.8% |