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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 | $1,078,594 | $180,749+496.7% | $160,784+570.8% | $137,256+685.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.97% | 2234.46%-2214.5pp | 1803.92%-1783.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $26,348 | $4,155+534.1% | $3,733+605.9% | $4,156+534.0% |
| Participant deferral / active EE | $16,434 | $6,844+140.1% | $6,293+161.2% | $6,407+156.5% |
| Admin fee / account holder | $160,954 | $10,397+1448.1% | $9,717+1556.4% | $12,270+1211.8% |