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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 | $1,095,417 | $198,457+452.0% | $170,435+542.7% | $147,586+642.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.80% | 257.30%-243.5pp | 205.94%-192.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $13,500 | $6,183+118.3% | $5,432+148.5% | $4,876+176.8% |
| Participant deferral / active EE | $6,489 | $5,629+15.3% | $4,939+31.4% | $5,439+19.3% |
| Admin fee / account holder | $83,111 | $16,852+393.2% | $13,881+498.7% | $10,886+663.5% |