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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 | $1,114,797 | $209,422+432.3% | $178,503+524.5% | $158,982+601.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.04% | 188.81%-167.8pp | 151.12%-130.1pp | 302.99%-282.0pp |
| Employer contribution / active EE | $16,400 | $5,707+187.4% | $5,011+227.3% | $4,763+244.3% |
| Participant deferral / active EE | $44,933 | $5,955+654.6% | $5,202+763.7% | $5,983+651.0% |
| Admin fee / account holder | $21,100 | $17,079+23.5% | $13,987+50.9% | $11,252+87.5% |