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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 | $1,087,462 | $165,399+557.5% | $149,745+626.2% | $158,982+584.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.25% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.7pp |
| Employer contribution / active EE | $20,000 | $5,105+291.8% | $4,646+330.5% | $4,763+319.9% |
| Participant deferral / active EE | $18,496 | $7,183+157.5% | $6,843+170.3% | $5,983+209.1% |
| Admin fee / account holder | $32,333 | $10,811+199.1% | $9,312+247.2% | $11,252+187.4% |