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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 | $1,134,851 | $209,888+440.7% | $189,545+498.7% | $167,553+577.3% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 22.41% | 748.66%-726.2pp | 555.36%-532.9pp | 478.89%-456.5pp |
| Employer contribution / active EE | $6,801 | $6,915-1.7% | $6,162+10.4% | $4,840+40.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $23,996 | $14,300+67.8% | $12,049+99.2% | $12,316+94.8% |