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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 | $1,581,611 | $159,934+888.9% | $147,005+975.9% | $145,959+983.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.11% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $18,606 | $5,287+251.9% | $4,934+277.1% | $4,661+299.2% |
| Participant deferral / active EE | $12,970 | $8,427+53.9% | $8,070+60.7% | $6,689+93.9% |
| Admin fee / account holder | $47,475 | $15,053+215.4% | $13,006+265.0% | $13,398+254.4% |