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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 | $1,390,005 | $160,040+768.5% | $147,096+845.0% | $145,877+852.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.76% | 98.49%-67.7pp | 419.75%-389.0pp | 551.28%-520.5pp |
| Employer contribution / active EE | $7,087 | $5,289+34.0% | $4,936+43.6% | $4,663+52.0% |
| Participant deferral / active EE | $13,375 | $8,429+58.7% | $8,071+65.7% | $6,691+99.9% |
| Admin fee / account holder | $4,162 | $15,050-72.3% | $13,005-68.0% | $13,402-68.9% |