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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 | $1,345,189 | $197,819+580.0% | $155,789+763.5% | $125,389+972.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.32% | 86.73%-85.4pp | 71.54%-70.2pp | 282.24%-280.9pp |
| Employer contribution / active EE | $13,800 | $4,850+184.5% | $3,839+259.5% | $4,866+183.6% |
| Participant deferral / active EE | $9,200 | $5,631+63.4% | $4,798+91.8% | $5,352+71.9% |
| Admin fee / account holder | $22,840 | $9,544+139.3% | $7,477+205.5% | $9,541+139.4% |