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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 | $1,809,097 | $176,120+927.2% | $159,487+1034.3% | $167,553+979.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.96% | 331.95%-322.0pp | 263.71%-253.7pp | 478.89%-468.9pp |
| Employer contribution / active EE | $21,375 | $5,299+303.3% | $4,831+342.4% | $4,840+341.7% |
| Participant deferral / active EE | $13,000 | $7,752+67.7% | $7,354+76.8% | $6,343+105.0% |
| Admin fee / account holder | $63,054 | $12,561+402.0% | $10,804+483.6% | $12,316+412.0% |