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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 | $1,139,612 | $176,105+547.1% | $159,474+614.6% | $167,536+580.2% |
| Participation rate | 90.5% | 85.0%+5.5pp | 82.8%+7.6pp | 82.1%+8.4pp |
| Annual return | 14.23% | 331.91%-317.7pp | 263.68%-249.4pp | 478.82%-464.6pp |
| Employer contribution / active EE | $14,330 | $5,299+170.4% | $4,831+196.6% | $4,839+196.1% |
| Participant deferral / active EE | $14,731 | $7,751+90.0% | $7,353+100.3% | $6,342+132.3% |
| Admin fee / account holder | $18,167 | $12,559+44.7% | $10,802+68.2% | $12,315+47.5% |