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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 | $1,203,688 | $226,135+432.3% | $182,558+559.3% | $152,909+687.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 10.60% | 192.60%-182.0pp | 148.59%-138.0pp | 345.46%-334.9pp |
| Employer contribution / active EE | $16,379 | $4,979+228.9% | $4,076+301.8% | $4,764+243.8% |
| Participant deferral / active EE | $8,333 | $6,371+30.8% | $5,526+50.8% | $5,851+42.4% |
| Admin fee / account holder | $13,699 | $10,707+27.9% | $8,594+59.4% | $11,601+18.1% |