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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 | $1,072,366 | $88,754+1108.2% | $81,820+1210.6% | $145,877+635.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.99% | 1031.77%-1018.8pp | 777.93%-764.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $29,860 | $3,085+867.8% | $2,915+924.4% | $4,663+540.4% |
| Participant deferral / active EE | $9,953 | $4,648+114.2% | $4,323+130.3% | $6,691+48.8% |
| Admin fee / account holder | $914 | $8,424-89.2% | $7,391-87.6% | $13,402-93.2% |