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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 | $160,040+888.3% | $147,096+975.2% | $145,877+984.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.11% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $18,606 | $5,289+251.8% | $4,936+276.9% | $4,663+299.0% |
| Participant deferral / active EE | $12,970 | $8,429+53.9% | $8,071+60.7% | $6,691+93.8% |
| Admin fee / account holder | $47,475 | $15,050+215.5% | $13,005+265.0% | $13,402+254.2% |