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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 | $1,347,908 | $154,193+774.2% | $130,045+936.5% | $139,466+866.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 50.08% | 32.51%+17.6pp | -137.30%+187.4pp | 373.66%-323.6pp |
| Employer contribution / active EE | $32,256 | $5,292+509.5% | $4,321+646.4% | $4,754+578.5% |
| Participant deferral / active EE | $30,000 | $6,709+347.2% | $5,820+415.5% | $6,712+347.0% |
| Admin fee / account holder | $23,586 | $13,989+68.6% | $10,600+122.5% | $11,409+106.7% |