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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 | $2,473,086 | $227,291+988.1% | $214,702+1051.9% | $155,188+1493.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.10% | 60.08%-43.0pp | 54.55%-37.5pp | 148.84%-131.7pp |
| Employer contribution / active EE | $11,979 | $6,772+76.9% | $6,461+85.4% | $4,248+182.0% |
| Participant deferral / active EE | $23,500 | $9,582+145.3% | $9,147+156.9% | $6,531+259.8% |
| Admin fee / account holder | $9,865 | $20,413-51.7% | $19,830-50.3% | $14,480-31.9% |