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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 | $160,070+733.1% | $147,117+806.4% | $145,897+814.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.72% | 98.69%-80.0pp | 420.54%-401.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $15,007 | $5,285+184.0% | $4,932+204.3% | $4,663+221.9% |
| Participant deferral / active EE | $21,583 | $8,419+156.4% | $8,065+167.6% | $6,689+222.7% |
| Admin fee / account holder | $1,208 | $15,035-92.0% | $12,993-90.7% | $13,390-91.0% |