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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 | $1,153,396 | $183,978+526.9% | $162,171+611.2% | $152,885+654.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.51% | 150.78%-126.3pp | 115.60%-91.1pp | 345.39%-320.9pp |
| Employer contribution / active EE | $24,927 | $6,370+291.3% | $5,613+344.1% | $4,763+423.3% |
| Participant deferral / active EE | $14,086 | $8,033+75.4% | $7,297+93.0% | $5,851+140.8% |
| Admin fee / account holder | $7,806 | $13,122-40.5% | $10,843-28.0% | $11,598-32.7% |