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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 | $1,321,982 | $185,856+611.3% | $170,028+677.5% | $139,456+848.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.90% | 60.52%-46.6pp | 53.39%-39.5pp | 373.45%-359.5pp |
| Employer contribution / active EE | $20,551 | $7,593+170.7% | $6,788+202.8% | $4,753+332.4% |
| Participant deferral / active EE | $7,072 | $11,623-39.2% | $10,409-32.1% | $6,711+5.4% |
| Admin fee / account holder | $10,809 | $15,387-29.8% | $12,820-15.7% | $11,407-5.2% |