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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 | $1,333,505 | $159,934+733.8% | $147,005+807.1% | $145,959+813.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.72% | 98.24%-79.5pp | 418.76%-400.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $15,007 | $5,287+183.8% | $4,934+204.1% | $4,661+222.0% |
| Participant deferral / active EE | $21,583 | $8,427+156.1% | $8,070+167.5% | $6,689+222.7% |
| Admin fee / account holder | $1,208 | $15,053-92.0% | $13,006-90.7% | $13,398-91.0% |