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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 | $1,476,560 | $157,304+838.7% | $141,197+945.7% | $152,909+865.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.54% | 64.34%-47.8pp | 71.41%-54.9pp | 345.46%-328.9pp |
| Employer contribution / active EE | $21,309 | $5,263+304.9% | $4,736+349.9% | $4,764+347.3% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $56,178 | $12,126+363.3% | $10,265+447.3% | $11,601+384.3% |