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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 | $1,090,865 | $217,432+401.7% | $185,851+487.0% | $167,553+551.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.62% | 148.43%-126.8pp | 122.11%-100.5pp | 478.89%-457.3pp |
| Employer contribution / active EE | $7,047 | $5,874+20.0% | $5,168+36.3% | $4,840+45.6% |
| Participant deferral / active EE | $7,068 | $6,357+11.2% | $5,569+26.9% | $6,343+11.4% |
| Admin fee / account holder | $12,066 | $19,820-39.1% | $16,245-25.7% | $12,316-2.0% |