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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 | $1,078,576 | $190,916+464.9% | $160,037+574.0% | $134,545+701.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 288.34% | 552.79%-264.5pp | 408.95%-120.6pp | 418.37%-130.0pp |
| Employer contribution / active EE | $3,600 | $4,996-27.9% | $4,226-14.8% | $4,742-24.1% |
| Participant deferral / active EE | $9,000 | $6,925+30.0% | $6,184+45.5% | $6,401+40.6% |
| Admin fee / account holder | $735 | $10,497-93.0% | $8,716-91.6% | $11,431-93.6% |