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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 | $1,112,090 | $101,591+994.7% | $147,096+656.0% | $74,429+1394.2% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 14.02% | 8746.45%-8732.4pp | 419.75%-405.7pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $12,388 | $3,813+224.9% | $4,936+151.0% | $2,625+372.0% |
| Participant deferral / active EE | $26,040 | $7,302+256.6% | $8,071+222.6% | $4,348+498.8% |
| Admin fee / account holder | $35,910 | $1,750+1951.9% | $13,005+176.1% | $1,944+1746.9% |