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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 | $160,040+611.5% | $147,096+674.1% | $145,877+680.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.81% | 98.49%-77.7pp | 419.75%-398.9pp | 551.28%-530.5pp |
| Employer contribution / active EE | $3,640 | $5,289-31.2% | $4,936-26.3% | $4,663-21.9% |
| Participant deferral / active EE | $35,000 | $8,429+315.2% | $8,071+333.6% | $6,691+423.1% |
| Admin fee / account holder | $774 | $15,050-94.9% | $13,005-94.0% | $13,402-94.2% |