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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 | $1,685,611 | $211,288+697.8% | $178,540+844.1% | $145,884+1055.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.17% | 30.27%-12.1pp | 27.15%-9.0pp | 551.85%-533.7pp |
| Employer contribution / active EE | $17,880 | $4,574+290.9% | $3,953+352.3% | $4,662+283.5% |
| Participant deferral / active EE | $9,000 | $6,967+29.2% | $6,281+43.3% | $6,690+34.5% |
| Admin fee / account holder | $20,809 | $12,105+71.9% | $10,424+99.6% | $13,392+55.4% |