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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 | $1,028,722 | $175,231+487.1% | $149,696+587.2% | $139,466+637.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.84% | 166.77%-154.9pp | 134.46%-122.6pp | 373.66%-361.8pp |
| Employer contribution / active EE | $14,806 | $5,478+170.3% | $4,821+207.1% | $4,754+211.4% |
| Participant deferral / active EE | $14,132 | $6,521+116.7% | $5,682+148.7% | $6,712+110.6% |
| Admin fee / account holder | $9,963 | $16,155-38.3% | $13,212-24.6% | $11,409-12.7% |