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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 | $159,934+693.8% | $147,005+763.6% | $145,959+769.8% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 12.93% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $15,198 | $5,287+187.4% | $4,934+208.0% | $4,661+226.1% |
| Participant deferral / active EE | $17,829 | $8,427+111.6% | $8,070+120.9% | $6,689+166.6% |
| Admin fee / account holder | $63,936 | $15,053+324.7% | $13,006+391.6% | $13,398+377.2% |