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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 | $1,588,733 | $217,432+630.7% | $185,849+754.9% | $167,536+848.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 38.81% | 148.42%-109.6pp | 122.10%-83.3pp | 478.82%-440.0pp |
| Employer contribution / active EE | $17,400 | $5,875+196.2% | $5,169+236.7% | $4,839+259.6% |
| Participant deferral / active EE | $44,933 | $6,357+606.8% | $5,569+706.9% | $6,342+608.5% |
| Admin fee / account holder | $21,100 | $19,818+6.5% | $16,244+29.9% | $12,315+71.3% |