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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 | $1,138,621 | $160,070+611.3% | $147,117+674.0% | $145,897+680.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.81% | 98.69%-77.9pp | 420.54%-399.7pp | 552.29%-531.5pp |
| Employer contribution / active EE | $3,640 | $5,285-31.1% | $4,932-26.2% | $4,663-21.9% |
| Participant deferral / active EE | $35,000 | $8,419+315.7% | $8,065+334.0% | $6,689+423.2% |
| Admin fee / account holder | $774 | $15,035-94.9% | $12,993-94.0% | $13,390-94.2% |