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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 | $1,929,092 | $183,539+951.1% | $155,556+1140.1% | $145,897+1222.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 61.31%-45.9pp | 64.84%-49.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $27,600 | $5,315+419.3% | $4,675+490.3% | $4,663+491.9% |
| Participant deferral / active EE | $18,300 | $6,467+183.0% | $5,631+225.0% | $6,689+173.6% |
| Admin fee / account holder | $15,614 | $19,275-19.0% | $15,885-1.7% | $13,390+16.6% |