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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 | $1,746,622 | $209,422+734.0% | $178,503+878.5% | $158,982+998.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.29% | 188.81%-177.5pp | 151.12%-139.8pp | 302.99%-291.7pp |
| Employer contribution / active EE | $28,297 | $5,707+395.8% | $5,011+464.7% | $4,763+494.1% |
| Participant deferral / active EE | $19,133 | $5,955+221.3% | $5,202+267.8% | $5,983+219.8% |
| Admin fee / account holder | $7,362 | $17,079-56.9% | $13,987-47.4% | $11,252-34.6% |