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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 | $1,800,132 | $209,422+759.6% | $178,503+908.5% | $158,982+1032.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.92% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $36,333 | $5,707+536.7% | $5,011+625.1% | $4,763+662.9% |
| Participant deferral / active EE | $25,000 | $5,955+319.8% | $5,202+380.6% | $5,983+317.8% |
| Admin fee / account holder | $9,871 | $17,079-42.2% | $13,987-29.4% | $11,252-12.3% |