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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 | $1,122,259 | $160,070+601.1% | $147,117+662.8% | $145,897+669.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.99% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $18,239 | $5,285+245.1% | $4,932+269.8% | $4,663+291.2% |
| Participant deferral / active EE | $13,337 | $8,419+58.4% | $8,065+65.4% | $6,689+99.4% |
| Admin fee / account holder | $22,975 | $15,035+52.8% | $12,993+76.8% | $13,390+71.6% |