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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 | $1,830,791 | $180,459+914.5% | $154,108+1088.0% | $135,380+1252.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.80% | 888.21%-879.4pp | 735.21%-726.4pp | 519.81%-511.0pp |
| Employer contribution / active EE | $15,600 | $6,035+158.5% | $5,298+194.5% | $4,779+226.4% |
| Participant deferral / active EE | $22,667 | $5,806+290.4% | $5,081+346.1% | $5,609+304.1% |
| Admin fee / account holder | $4,973 | $16,145-69.2% | $13,411-62.9% | $10,828-54.1% |