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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 | $160,040+733.2% | $147,096+806.6% | $145,877+814.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.72% | 98.49%-79.8pp | 419.75%-401.0pp | 551.28%-532.6pp |
| Employer contribution / active EE | $15,007 | $5,289+183.7% | $4,936+204.0% | $4,663+221.8% |
| Participant deferral / active EE | $21,583 | $8,429+156.1% | $8,071+167.4% | $6,691+222.6% |
| Admin fee / account holder | $1,208 | $15,050-92.0% | $13,005-90.7% | $13,402-91.0% |