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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 | $1,388,835 | $165,399+739.7% | $149,745+827.5% | $158,982+773.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.98% | 348.34%-335.4pp | 276.72%-263.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $12,022 | $5,105+135.5% | $4,646+158.8% | $4,763+152.4% |
| Participant deferral / active EE | $13,996 | $7,183+94.9% | $6,843+104.5% | $5,983+133.9% |
| Admin fee / account holder | $730 | $10,811-93.2% | $9,312-92.2% | $11,252-93.5% |