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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 | $1,961,799 | $183,539+968.9% | $155,556+1161.2% | $145,897+1244.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.42% | 61.31%-43.9pp | 64.84%-47.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $24,403 | $5,315+359.1% | $4,675+421.9% | $4,663+423.4% |
| Participant deferral / active EE | $13,500 | $6,467+108.8% | $5,631+139.8% | $6,689+101.8% |
| Admin fee / account holder | $125,498 | $19,275+551.1% | $15,885+690.0% | $13,390+837.2% |