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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 | $1,407,235 | $175,259+702.9% | $149,723+839.9% | $139,487+908.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 34.14% | 166.82%-132.7pp | 134.50%-100.4pp | 373.84%-339.7pp |
| Employer contribution / active EE | $13,845 | $5,478+152.7% | $4,821+187.2% | $4,755+191.2% |
| Participant deferral / active EE | $14,958 | $6,522+129.4% | $5,682+163.2% | $6,713+122.8% |
| Admin fee / account holder | $55,830 | $16,158+245.5% | $13,215+322.5% | $11,407+389.4% |