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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 | $1,255,145 | $176,120+612.7% | $159,487+687.0% | $167,553+649.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.51% | 331.95%-319.4pp | 263.71%-251.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $3,932 | $5,299-25.8% | $4,831-18.6% | $4,840-18.7% |
| Participant deferral / active EE | $11,333 | $7,752+46.2% | $7,354+54.1% | $6,343+78.7% |
| Admin fee / account holder | $22,178 | $12,561+76.6% | $10,804+105.3% | $12,316+80.1% |