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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 | $1,041,028 | $198,462+424.5% | $170,439+510.8% | $147,585+605.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.93% | 257.30%-242.4pp | 205.94%-191.0pp | 578.58%-563.7pp |
| Employer contribution / active EE | $33,170 | $6,184+436.4% | $5,433+510.6% | $4,876+580.2% |
| Participant deferral / active EE | $19,411 | $5,629+244.8% | $4,939+293.0% | $5,439+256.9% |
| Admin fee / account holder | $66,328 | $16,852+293.6% | $13,881+377.8% | $10,886+509.3% |