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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 | $1,054,304 | $209,422+403.4% | $178,503+490.6% | $158,982+563.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.13% | 188.81%-176.7pp | 151.12%-139.0pp | 302.99%-290.9pp |
| Employer contribution / active EE | $31,855 | $5,707+458.2% | $5,011+535.7% | $4,763+568.8% |
| Participant deferral / active EE | $25,406 | $5,955+326.6% | $5,202+388.4% | $5,983+324.6% |
| Admin fee / account holder | $4,672 | $17,079-72.6% | $13,987-66.6% | $11,252-58.5% |