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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 | $1,341,174 | $209,888+539.0% | $189,545+607.6% | $167,553+700.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.55% | 748.66%-736.1pp | 555.36%-542.8pp | 478.89%-466.3pp |
| Employer contribution / active EE | $2,582 | $6,915-62.7% | $6,162-58.1% | $4,840-46.7% |
| Participant deferral / active EE | $18,200 | $8,934+103.7% | $8,220+121.4% | $6,343+186.9% |
| Admin fee / account holder | $2,699 | $14,300-81.1% | $12,049-77.6% | $12,316-78.1% |