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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 | $183,592+950.8% | $155,574+1140.0% | $145,877+1222.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $27,600 | $5,317+419.1% | $4,676+490.3% | $4,663+491.9% |
| Participant deferral / active EE | $18,300 | $6,466+183.0% | $5,629+225.1% | $6,691+173.5% |
| Admin fee / account holder | $15,614 | $19,316-19.2% | $15,914-1.9% | $13,402+16.5% |