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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 | $1,269,534 | $160,070+693.1% | $147,117+762.9% | $145,897+770.2% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 12.93% | 98.69%-85.8pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $15,198 | $5,285+187.6% | $4,932+208.1% | $4,663+226.0% |
| Participant deferral / active EE | $17,829 | $8,419+111.8% | $8,065+121.1% | $6,689+166.5% |
| Admin fee / account holder | $63,936 | $15,035+325.2% | $12,993+392.1% | $13,390+377.5% |