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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 | $1,270,179 | $160,070+693.5% | $147,117+763.4% | $145,897+770.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.04% | 98.69%-88.6pp | 420.54%-410.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $36,900 | $5,285+598.3% | $4,932+648.1% | $4,663+691.4% |
| Participant deferral / active EE | $23,650 | $8,419+180.9% | $8,065+193.3% | $6,689+253.6% |
| Admin fee / account holder | $18,093 | $15,035+20.3% | $12,993+39.3% | $13,390+35.1% |